Gerg Burke

Analyst-Fixed Income at Proficio Capital Partners LLC

Finance

Consumer Services

Profile

Mr. Gregory Burke is a Partner & Research Analyst at Proficio Capital Partners LLC.
He is serving as a senior member of the Research team and as portfolio manager of several of Proficio’s commingled products.
In his role, he helps to facilitate the Proficio investment process, overseeing alternative asset and fixed income investment solutions, in addition to helping with cross asset idea generation, and the wider asset allocation processes.
He serves as a member of the investment committee, and assists with vetting, approving, and monitoring investments.
Prior to working at Proficio, Mr. Burke worked in a co-op position at Wellington Management company in both Boston and in London U.K.
working on the Fixed Income desk, where he worked with EMEA, Global Rates, and European Credit teams.
He received his undergraduate degree from Northeastern University.

Gerg Burke active positions

Companies	Position	Start
Proficio Capital Partners LLC Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario.	Analyst-Fixed Income	2017-05-31

All active positions of Gerg Burke

Former positions of Gerg Burke

Companies	Position	End
Wellington Management Co. LLP Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.	Corporate Officer/Principal	-

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Training of Gerg Burke

Northeastern University

Undergraduate Degree

Experiences
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Linked companies

Private companies	2
Wellington Management Co. LLP Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.	Finance
Proficio Capital Partners LLC Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario.	Finance