Fundraising Fox

John Burke

Investor

Managing Partner at Addvision Wealth Management SA · Président fondateur at Come Maison of Finance

Geneva

Find your path to John

182 people in our graph share verified history with John — schools, employers, funds. One of them is your warm intro.

Brendon CullunlockedJohn: together at Xavier University
×4John: together at Xavier University
×5John: together at AllianceBernstein
×2John: together at Xavier High School

About

Co-founder and Managing Partner overseeing financial engineering, legal & compliance, and client relationships. He was previously a Director at Lombard Odier's Private Banking unit and worked at BNP Paribas in Geneva in Investment Banking and Private Banking from 1990 to 2001.

Experience

  1. Cohen & SteersVice President | Director, Private Wealth Solutionscurrent2021 — present
  2. AllianceBernsteinAdvisor Consultant2019 — 2021Nashville, TN, United States
  3. NuveenAdvisor Consultant2018 — 2019Chicago, Illinois
  4. Sumitomo Mitsui Trust Bank (U.S.A) LimitedSecurities Lending - Middle Office2017 — 2018Hoboken, New Jersey
  5. Amherst Pierpont Securities LLCDebt Capital Markets - Middle Office2013 — 2017New York, New York
  6. The Meehan Consulting Group, Inc.Project Manager2012 — 2013New York, New York

Skills & more

Problem AnalysisWorkload PrioritizationRelationship BuildingLeadershipAnalytical SkillsSalesforce.comMicrosoft ExcelBloomberg TerminalWritten CommunicationSalesRegional MarketingPresentations
+12 moreDistribution Channel ManagementConsultationBusiness PlanningPresentation SkillsConsultative SellingCustomer Relationship Management (CRM)Wealth Management ServicesProduct PlacementSales ProcessesFinancial ServicesDirect SalesTeam Building
  • Series 66FINRA
  • Series 7FINRA

From John's professional profile.

Colleagues at Addvision Wealth Management SA

Frequently asked questions

Who is John Burke?
Co-founder and Managing Partner overseeing financial engineering, legal & compliance, and client relationships. He was previously a Director at Lombard Odier's Private Banking unit and worked at BNP Paribas in Geneva in Investment Banking and Private Banking from 1990 to 2001.
Where does John Burke work?
John Burke is Managing Partner at Addvision Wealth Management SA.
Where did John Burke go to school?
John Burke studied at Xavier University (Bachelor of Arts (B.A.)); Xavier High School (High School Diploma).

Same school

Shared employers