Gerry Burke Cfa, Cfp®

Gerry Burke, CFA, CFP®, has a diverse work experience spanning various industries. Gerry is currently working at SCS Financial as a Vice President. Prior to this, Gerry held the position of Enterprise Account Executive at Spruce from 2021 to 2022. Gerry also has extensive experience in the financial industry, having worked at Natixis Investment Managers for 10 years. During their time at Natixis, Gerry served as Managing Regional Director from 2010 to 2020 and as VP, UK Retail, London from 2014 to 2018. Before entering the finance world, Gerry had a successful career as a Professional Hockey Player in AHL & ECHL from 2005 to 2008. Gerry began their career as an Equity Trader at Wildwood Trading from 2008 to 2009.

Gerry Burke, CFA, CFP®, has a strong educational background in economics and personal financial planning. Gerry earned a Bachelor of Arts (BA) degree in Economics/P.P.S.O. from Brown University in 2005. Prior to their college education, Gerry attended Phillips Exeter Academy, where they did not pursue a specific degree or field of study. Before that, they completed their high school education at Boston College High School.

In addition to their academic achievements, Gerry holds two prestigious certifications. Gerry is a Certified Financial Planner (CFP) certified by the CFP Board and a Chartered Financial Analyst (CFA) certified by the CFA Institute. The specific dates of obtaining these certifications are not provided, but they further demonstrate their expertise and commitment to the field of financial planning and analysis.