Jeff Burke

About Jeff Burke

Throughout my two decades of investment experience in private banking and wealth management spanning the entire client wealth spectrum and across all investment categories/vehicles, I have developed a robust catalog of expertise and success in the investment business space.My career began as an individual producer, with roles including Equity Derivatives Marketer (specialist) and Senior Investment Advisor (generalist). I then began taking on progressive leadership positions throughout my tenure with J.P. Morgan Private Bank. In quick succession, I earned promotions/opportunities including Regional Investments Team Lead and National Head of Investments for Private Wealth Management. Most recently, I served as Head of Investments (East Region and New York) and Head of U.S. Global Investment Opportunities. In all my roles, I had the opportunity to make an impact on clients from an advice, investment planning and implementation perspective, as well as on the growth/development of the core business as a forward-thinking leader and strategist that optimized my teams’ potential. INVESTMENT MANGEMENT: My experience spans the entire client wealth spectrum, all levels of client sophistication, and all investment types, and I have developed specialized knowledge working with high/ultra-high-net-worth individuals and family offices. Through my work in these areas, I am known for establishing and continually deepening relationships with clients, providing outstanding advice across both sides of the balance sheet, translating both basic and complex investment topics in an understandable and engaging manner, and designing/implementing successful investment strategies on both a discretionary and non-discretionary basis.BUSINESS STRATEGY: I have a proven ability to transform and materially improve existing businesses, as well as evolve emerging business concepts into sustainable and thriving operations by delivering decisive leadership across startup planning, launch, growth, scalability, and market share expansion. Keys to my teams’ success include disciplined and action-oriented sales management practices, spot coaching, roleplaying, and team training of all types. People describe me as a hands-on executive, committed to training, mentoring, and empowering talent. I’ve also been a valued member on numerous senior level Operating Committees. I enjoy connecting and networking with fellow investment professionals and business leaders. Feel free to reach out via LinkedIn or at j••••••••@jpmorgan.com

Experience

1. Wealth Advisor

   J.P. Morgan

   Feb 2025 — Present · New York, NY, US

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Education

• Rutgers University

  Bachelor's degree

• The University of Chicago Booth School of Business

  Master of Business Administration (MBA)

• HarvardX

  FinTech Course