Bob Burke
Portfolio Manager-Equities at Lowe, Brockenbrough & Co., Inc.
Profile
Mr. Robert R.
Burke, CFA, is a Managing Director at Lowe, Brockenbrough & Co., Inc. He has over 28 years of investment experience.
He is a portfolio manager and his primary responsibilities are overseeing the firm’s Equity Income strategy and working with high net worth individuals providing solutions to their wealth management needs.
Mr. Burke was previously employed as Tax Consultant by Ernst & Young LLP and a Portfolio Manager by Trustmark Investment Advisors, Inc.
He received his undergraduate degree from the University of Virginia and a graduate degree from the University of Virginia.
Bob Burke active positions
Companies | Position | Start |
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Lowe, Brockenbrough & Co., Inc.
Lowe, Brockenbrough & Co., Inc. Investment ManagersFinance Lowe, Brockenbrough & Co., Inc. (LB&C) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Austin Brockenbrough III in 1970. LB&C provides customized and holistic investment management and advisory solutions to high-net worth individuals, trusts, retirement plans, foundations, endowments, investment companies and other legal entities such as pooled investment vehicles for which an affiliate serves as the general partner. | Portfolio Manager-Equities | 01/07/1996 |
Former positions of Bob Burke
Companies | Position | End |
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Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Trustmark Investment Advisors, Inc.
Trustmark Investment Advisors, Inc. Investment ManagersFinance Trustmark Investment Advisors, Inc. (TIAI) is a registered investment advisor headquartered in Ridgeland, Mississippi. The firm was founded in 2001 and is a wholly owned subsidiary of Trustmark National Bank (TNB), which is owned by Trustmark Corp. (NASDAQ: TRMK). TIAI provides investment management services to the clients of TNB’s Wealth Management Division (TWMD). Clients of TWMD include individuals, institutions, foundations, endowments, and charitable organizations. | Portfolio Manager-Equities | - |
Training of Bob Burke
University of Virginia | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Lowe, Brockenbrough & Co., Inc.
Lowe, Brockenbrough & Co., Inc. Investment ManagersFinance Lowe, Brockenbrough & Co., Inc. (LB&C) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Austin Brockenbrough III in 1970. LB&C provides customized and holistic investment management and advisory solutions to high-net worth individuals, trusts, retirement plans, foundations, endowments, investment companies and other legal entities such as pooled investment vehicles for which an affiliate serves as the general partner. | Finance |
Trustmark Investment Advisors, Inc.
Trustmark Investment Advisors, Inc. Investment ManagersFinance Trustmark Investment Advisors, Inc. (TIAI) is a registered investment advisor headquartered in Ridgeland, Mississippi. The firm was founded in 2001 and is a wholly owned subsidiary of Trustmark National Bank (TNB), which is owned by Trustmark Corp. (NASDAQ: TRMK). TIAI provides investment management services to the clients of TNB’s Wealth Management Division (TWMD). Clients of TWMD include individuals, institutions, foundations, endowments, and charitable organizations. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
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