C. Edward Burke, Jr.

Managing Principal

Phone: (845) 256-7095

Fax: (845) 256-7089

E-mail:  ed.burke@thehvfgroup.com

 

 I proactively serve a select group of families in coordinating their financial affairs. By combining my experience together with the resources of Wells Fargo Advisors Financial Network, I look to deliver customized client solutions to help them achieve their financial goals.


I have lived in the Hudson Valley for the past 25 years and currently reside in Ulster County with my wife and three boys. Interests include triathlons, coaching, and soccer.

 

Education:

 

Bachelors of Science-Finance, 1990,

S.U.N.Y. - New Paltz

New Paltz, NY

 

Associations:

Business Advisory Council, State University at New Paltz

New Paltz Chamber of Commerce, New Paltz, NY

Zoning Board of Appeals,  New Paltz,  NY

 

Experience:

 

 The Hudson Valley Financial Group:  May 2013- Present

 Managing Principal

 Senior Financial Advisor

 

 Morgan Stanley/Smith Barney:  May 2003 - May 2013

 First Vice President

 Branch Manager 

 Poughkeepsie, NY

 

 Prudential Securities, Inc.:  1997 – May 2003

 Financial Advisor

 Kingston, NY

 

 
C. Edward Burke, Jr. is registered in the following state(s): AZ, CA, CT, FL, KY, MA, MD,  ME,  NC, NH, NJ, NY,  PA, SC, TX, UT, VA.