At Burke Wealth Management, clients work directly with an experienced team committed to thoughtful investing and highly personalized service. Our professionals bring decades of investment, relationship-management, operational, and compliance experience to every partnership—helping individuals, families, and registered investment advisors pursue their long-term goals with discipline, transparency, and confidence.
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Founder and Chief Investment Officer
kburke@burkewealthmanagement.com
Ken Burke is the Founder and Chief Investment Officer of Burke Wealth Management.
Prior to founding Burke Wealth Management, Ken spent 17 years with Fayez Sarofim & Company serving as an analyst, portfolio manager, leader of the consumer sector team, and member of the firm’s investment committee.
Ken graduated from Vanderbilt University in 1997 with a degree in Economics and Mathematics and earned his M.B.A. from the University of Texas McCombs School of Business in 2001, where he was a Sord Scholar.
Ken is a CFA® charterholder and serves as an advisor to the University of Texas MBA Investment Fund.
Ken has been a long-time West University Little League baseball and SFL football coach, is an avid sports fan, and enjoys spending time with his wife and three children.
Chief Operating Officer and Chief Compliance Officer
cward@burkewealthmanagement.com
Charley Ward serves as at Burke Wealth Management, where he oversees the firm’s trading, operations, compliance, marketing, client reporting, and operational infrastructure while also contributing to investment research.
Prior to Burke, Charley held leadership positions with Doliver Advisors, Invesco Ltd., Jennison Associates in New York, and Morgan Stanley Investment Management, building extensive experience in investment operations, regulatory compliance, and institutional asset management.
He earned a Bachelor of Arts in Economics with a minor in Business from The University of Texas at Austin and is a CFA® charterholder.
Charley values Burke’s boutique approach, which gives clients direct access to the investment team and complete transparency into their portfolios.
Outside the office, he enjoys cooking, golfing, attending live music events, and cheering on the Texas Longhorns.
He and his wife, Katherine, have two sons, Owen and Ethan, and enjoy spending summers together at the beach.
cwinters@burkewealthmanagement.com
Chris Winters serves as Vice President at Burke Wealth Management, where his primary role focuses on building meaningful relationships with individuals and families, introducing them to the firm, and ensuring exceptional client service.
Prior to joining Burke Wealth Management, Chris served as Vice President within the Private Bank at J.P. Morgan in Houston.
In his role as a Banker, he guided affluent families in navigating how to plan, borrow, invest, and save for long-term financial security.
Before that, he served as Vice President, Financial Advisor at CAPTRUST in Raleigh, North Carolina, one of the nation’s largest independent investment firms, where he was responsible for providing retirement plan advisory services to corporate fiduciaries.
Chris graduated from Wake Forest University with a B.A. in Economics and a Minor in Entrepreneurship & Social Enterprise.
Chris is a native Houstonian, attended Strake Jesuit for high school, and lives in Spring Branch.
Outside of work, Chris enjoys playing golf, spending time with family in the Texas Hill Country, and most importantly, being a husband to his wife Maddox and a father to their daughter, Lucy.
