Mary Pat Burke
Analyst-Equity at Corient Private Wealth LLC
Profile
Ms. Mary P.
Burke, CFA MBA, is a Partner & Research Analyst at Corient Private Wealth LLC.
Previously, Ms. Burke was a Principal and Research Analyst at legacy firm Gofen & Glossberg Private Wealth, where she served since 2004.
Before coming to Gofen and Glossberg, she was a senior analyst at Zurich Scudder Investments.
She received a BS in Finance from the University of Illinois at Urbana-Champaign and an MBA from Loyola University Chicago.
She holds the Chartered Financial Analyst® designation.
Mary Pat Burke active positions
| Companies | Position | Start |
|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Analyst-Equity | 01/12/2022 |
Former positions of Mary Pat Burke
| Companies | Position | End |
|---|---|---|
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Analyst-Equity | 01/12/2022 |
| Zurich Scudder Investments, Inc. | Corporate Officer/Principal | - |
Training of Mary Pat Burke
| University of Illinois | Undergraduate Degree |
| Loyola University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
| Zurich Scudder Investments, Inc. | Finance |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Finance |
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