Burke Coleman, CIMA, CPWA, CRPS is a highly experienced financial advisor with over 33 years of expertise in wealth management solutions. He specializes in working closely with high net worth individuals and their families, providing services such as succession planning, portfolio management, and liability strategies. Burke's approach to wealth management is relationship-focused, ensuring that clients understand his investment processes and helping them achieve their financial goals. With certifications as a Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA), Burke leverages his knowledge and expertise to deliver personalized strategies for his clients.
Based in Albany, NY, Burke joined UBS in 2007 and has since become a trusted advisor to his clients. He graduated from Siena College with a B.S. in Economics, concentrating in Finance and English Literature. In addition to his professional achievements, Burke is actively involved in his community, having served as the former President of the Troy Albany Youth Hockey Association and former Vice President of the John and Helen Knickerbacker Memorial Playground. He resides in Colonie, NY, with his wife and two children.
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