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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Foster & Motley, Inc. | Associate portfolio Manager | Nov 2019 to Present | — |
Education
Xavier University
1989 — 1993
Others at Foster & Motley Inc. (11)
| Name | Role | Location |
|---|---|---|
B Bradley Soper | Investment Manager | Cincinnati, OH , United States |
C Cdfa® Rachel Rasmussen | Investment Manager and Shareholder | Cincinnati, OH , United States |
E Elizabeth Green | Investment Manager and Shareholder | Cincinnati, OH , United States |
| Investment Manager | Cincinnati, OH , United States | |
J J Ryan English | Investment Manager and Shareholder | Cincinnati, OH , United States |
| Portfolio Manager and Shareholder | Cincinnati, OH , United States | |
| Portfolio Manager | Cincinnati, OH , United States | |
Z Zach Horn | Managing Partner and President, Investment Manager and Shareholder | Cincinnati, OH , United States |
E Emily Hogya | Associate Investment Manager | United States |
| Investment Manager | Cincinnati, OH , United States |
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