New Paltz, NY
C. Edward Burke, Jr.
Managing Principal • Senior Financial Advisor
C. Edward Burke, Jr. serves as Managing Principal at Sullivan & Associates in New Paltz, NY.
Ed proactively serves a select group of families in coordinating their financial affairs. By combining his experience together with the resources of Wells Fargo Advisors Financial Network, Ed looks to deliver customized client solutions to help them achieve their financial goals.
He has lived in the Hudson Valley for over 30 years and currently reside in Ulster County with his wife and three sons. Interests include triathlons, coaching, and soccer.
Ed’s education includes a Bachelor of Science-Finance, 1990, from S.U.N.Y. - New Paltz in New Paltz, NY. He is a member of the Business Advisory Council for the State University at New Paltz.
From May 2003 until May 2013, Ed was First Vice President/Branch Manager for Morgan Stanley/Smith Barney. Since May 2013, he has been a Senior Financial Advisor/Managing Principal at The Hudson Valley Financial Group of Sullivan and Associates Wealth Management, LLC.
Associated Locations
- • New Paltz, NY
Credentials
CFP
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