Caley Burke, CFA, currently serves as Managing Director at Jefferies within The CUFS Group since December 2022, overseeing institutional sales, trading, and risk management functions. Prior experience includes an Executive Director role at J.P. Morgan from September 2013 to December 2022, where responsibilities involved crafting investment portfolio strategies for credit unions. Earlier roles encompass Vice President and Investment Associate positions at Davidson Trust Company/Bryn Mawr Trust Company, focusing on consumer sector stocks and portfolio modeling for High Net Worth individuals, as well as a Portfolio Administrator/Withdrawal Specialist position at Nuveen Investments that improved operational accuracy significantly. Caley Burke holds a Bachelor of Science in Business Administration with a focus on Finance from Drexel University, completed in 2010.
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