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JB

J. Burke

Associate portfolio Manager at Foster & Motley Inc.

Covington, KY , United States

About

J. Burke serves as Associate Portfolio Manager at Foster & Motley, Inc., a wealth management firm based in Cincinnati, OH, with operations in Covington, KY. In this capacity, Burke is instrumental in executing investment strategies, delivering customized portfolio management, and supporting senior advisors in client engagement and portfolio oversight. He works directly with a diverse client base, contributing to the firm’s comprehensive approach to wealth management.

At Foster & Motley, Burke focuses primarily on diversified asset allocation, incorporating equities, fixed income, and alternative investments for high-net-worth individuals and families. The firm’s investment philosophy emphasizes tailored solutions, enabling Burke to construct portfolios that reflect clients’ risk tolerance, tax considerations, and long-term financial objectives. While specific sectors or industries covered by Burke are not detailed in publicly available sources, Foster & Motley’s team-based model suggests broad exposure across major asset classes.

Burke holds a degree from Xavier University, equipping him with a strong grounding in finance and investment principles. Since joining Foster & Motley in 2019, he has established himself as a reliable professional within the firm’s investment management team, contributing to the ongoing delivery of personalized, fiduciary advice.

Career History

OrganizationRoleDate RangeDetails
Foster & Motley, Inc.Associate portfolio ManagerNov 2019 to Present

Education

Xavier University

1989 1993

Others at Foster & Motley Inc. (11)

NameRoleLocation
B
Bradley Soper
Investment ManagerCincinnati, OH , United States
C
Cdfa® Rachel Rasmussen
Investment Manager and ShareholderCincinnati, OH , United States
E
Elizabeth Green
Investment Manager and ShareholderCincinnati, OH , United States
John Melville
John Melville
Investment ManagerCincinnati, OH , United States
J
J Ryan English
Investment Manager and ShareholderCincinnati, OH , United States
Ralph Scherer
Ralph Scherer
Portfolio Manager and ShareholderCincinnati, OH , United States
Thomas Guidi
Thomas Guidi
Portfolio ManagerCincinnati, OH , United States
Z
Zach Horn
Managing Partner and President, Investment Manager and ShareholderCincinnati, OH , United States
E
Emily Hogya
Associate Investment ManagerUnited States
Kevin Schmitt
Kevin Schmitt
Investment ManagerCincinnati, OH , United States
Showing 1-10 of 11 team members

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