Nick Burke's Location
Denver, CO, US
Nick Burke's Work
- Private Wealth Manager, Partner @ Heirloom Wealth Management
- Co-Owner and Franchisee @ Stretch Zone
- Regional Vice President @ Jackson
Nick Burke's Education
- UCLA Anderson School of Management
(WisdomTree Behavioral Sciences Executive Education Program)
2019 - 2019 - University of Colorado Boulder - Leeds School of Business
Bachelor's degree (Finance)
1999 - 2003 - The University of Chicago Booth School of Business
Chicago Booth CIMA® Program
2018
- FI360
AFI
2016
Nick Burke's Skills
- Mutual Funds
- Retirement Planning
- 401k
- Alternative Investments
- Asset Allocation
- Finance
- Financial Services
- Fixed Annuities
- Investments
- Relationship Management
Nick Burke's Summary
Nick Burke, based in Denver, CO, US, is currently a Private Wealth Manager, Partner at Heirloom Wealth Management, bringing experience from previous roles at Stretch Zone, Inc and Jackson. Nick Burke holds a 2019 - 2019 UCLA Anderson School of Management. With a robust skill set that includes Mutual Funds, Retirement Planning, 401k, Alternative Investments, Asset Allocation and more, Nick Burke contributes valuable insights to the industry. Nick Burke has 2 emails on RocketReach.
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