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Robert P. Burke, CFA

Robert p. burke, cfa

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location of Robert P. Burke, CFANew York City Metropolitan Area
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  • Timeline

  • About me

    Portfolio Manager, Managing Director- Mackay Shields, LLC

  • Education

    • Fordham gabelli school of business

      1989 - 1992
      Master of business administration (m.b.a.) finance, general

    • Colgate university

      1981 - 1985
      Bachelor of arts (b.a.) economics high honors

      Activities and Societies: Omicron Delta Epsilon- International Economics Honor Society; Men's Varsity Soccer- Member; Beta Theta Pi Fraternity- Member

  • Experience

    • William e. simon & sons municipal securities, inc.

      Jan 1990 - May 1994
      Vice president, sales manager & principal

      Producing Sales Manager and Principal for public securities group of financier Wm E. Simon.

    • Bank of america merrill lynch

      Jun 1994 - Dec 2016

      Global Head Futures, Derivative Clearing, FX & Fixed Income Prime Brokerage U.S Head of Structured Credit/CDS Sales- Industry Focus- Pension & Hedge Fund Team Private Equity Group, Distribution- 3rd Party Fund Raising for PE, Venture Cap & Real Estate Funds Municipal Fixed Income Sales

      • Managing Director

        Jan 2009 - Dec 2016

      • Managing Director, Institutional Sales

        Feb 2002 - Dec 2008

      • Director, Investment Banking

        May 1999 - Jan 2002

      • Director, Institutional Sales

        Jun 1994 - Apr 1999

    • Mackay shields llc

      Jul 2017 - now
      Managing director

  • Licenses & Certifications

    • Securities licenses

      Financial industry regulatory authority (finra)

    • Cfa

      Cfa institute
      Sept 2001