About Us

Kenneth M. Burke Jr., CFA

Ken Burke is the Founder and Chief Investment Officer of Burke Wealth Management. Prior to founding Burke Wealth Management, Ken spent 17 years with Fayez Sarofim & Company serving as an analyst, portfolio manager, leader of the consumer sector team and member of the firm’s investment committee.

Ken graduated from Vanderbilt University in 1997 with a degree in Economics and Mathematics and earned his M.B.A from the University of Texas McCombs School of Business in 2001 where he was a Sord Scholar. Ken is a CFA® charter holder and serves as an advisor to the University of Texas MBA Investment Fund. Ken has been a long-time West University Little League baseball and SFL football coach, is an avid sports fan, and enjoys spending time with his wife and three children.

Charley K. Ward, CFA

Charley Ward is the Chief Compliance Officer and Chief Operating Officer of Burke Wealth Management. Charley has 20+ years of experience in the asset management industry. Prior to joining Burke Wealth Management, Charley served as Chief Operating Officer and Chief Compliance Officer at Doliver Advisors. Prior to Doliver, Charley held various compliance and operations roles with Van Kampen, Morgan Stanley Asset Management, Jennison Associates, and Invesco.

Charley graduated from the University of Texas in 2002 with a B.A. in Economics and a minor in Business and is also a CFA® charter holder. He enjoys golfing with his wife and their two sons and chasing after their dog, Arch.

Chris W. Winters

Chris Winters serves as Vice President at Burke Wealth Management, where his primary role focuses on building meaningful relationships with individuals and families, introducing them to the firm, and ensuring exceptional client service.

Prior to joining Burke Wealth Management, Chris served as Vice President within the Private Bank at J.P. Morgan in Houston. In his role as a Banker, he guided affluent families in navigating how to plan, borrow, invest, and save for long-term financial security. Before that, he served as Vice President, Financial Advisor at CAPTRUST in Raleigh, NC, one of the nation’s largest independent investment firms, where he was responsible for providing retirement plan advisory services to corporate fiduciaries.

Chris graduated from Wake Forest University with a B.A. in Economics and Minor in Entrepreneurship & Social Enterprise. Chris is a native Houstonian, attended Strake Jesuit for high school and lives in Spring Branch. Outside of work, Chris enjoys playing golf, spending time with family in the Texas Hill Country, and most importantly, being a husband to his wife Maddox, and a father to their daughter, Lucy.