Michael Burke, CFA, CAIA®, CIPM
Education Tutor at Clubz In Home Tutoring- Claim this Profile
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Bio
Joe Gurkoff
Michael was a pleasure to work with. Smart, positive, always prepared, usually way ahead. Worked hard, went the extra mile for the client, knew how to get things done, followed through, was a credit to J&M and was invaluable to the owner. I'm sure anyone who's worked with Michael will agree.
Joe Gurkoff
Michael was a pleasure to work with. Smart, positive, always prepared, usually way ahead. Worked hard, went the extra mile for the client, knew how to get things done, followed through, was a credit to J&M and was invaluable to the owner. I'm sure anyone who's worked with Michael will agree.
Joe Gurkoff
Michael was a pleasure to work with. Smart, positive, always prepared, usually way ahead. Worked hard, went the extra mile for the client, knew how to get things done, followed through, was a credit to J&M and was invaluable to the owner. I'm sure anyone who's worked with Michael will agree.
Joe Gurkoff
Michael was a pleasure to work with. Smart, positive, always prepared, usually way ahead. Worked hard, went the extra mile for the client, knew how to get things done, followed through, was a credit to J&M and was invaluable to the owner. I'm sure anyone who's worked with Michael will agree.
Credentials
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CAIA Charterholder
CAIA AssociationDec, 2015- Nov, 2024 -
Chartered Financial Analyst
CFA Institute
Experience
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Clubz In Home Tutoring
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United States
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Higher Education
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1 - 100 Employee
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Education Tutor
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Feb 2018 - Present
Specialize in math tutoring from K-12 grade including AP Calculus, AP Statistics, and SAT exam preparation. I also tutor in several other subjects including history, social sciences, science, and finance. Specialize in math tutoring from K-12 grade including AP Calculus, AP Statistics, and SAT exam preparation. I also tutor in several other subjects including history, social sciences, science, and finance.
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Owner and General Manager
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Jan 2004 - Mar 2020
Thai Chili Cuisine is a small Thai restaurant I own and operate with my wife. We manage a staff of 15 food service employees. In addition to a refreshing dine-in experience, Thai Chili Cuisine delivers high-quality freshly prepared meals to corporate clients in Silicon Valley and we offer catering services for parties, weddings, or other special events. Duties include general restaurant management and administration, cash accounting and purchasing, marketing and advertising, service and distribution. Show less
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Harris Bretall Sullivan & Smith, LLC
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San Francisco, California
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Associate Portfolio Manager
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Sep 2000 - Jan 2004
Harris Bretall, a financial services and asset management company with 100 employees in operations throughout the U.S., managed assets over $2.9 billion in equity, balanced, fixed income, and socially responsible portfolios. Managed trading and portfolio management duties for several Wrap Equity and Fixed Income trading programs including $700 million with 2,500 accounts and 4 different style models. Designed and maintained all department tracking and modeling spreadsheets. Coordinated with brokers to solve specific client inquiries including: reported performance measurement questions, restrictions, withdrawals and deposits, portfolio composition, and taxable gain and loss issues. Processed open account paperwork evaluating client stated objectives vs. portfolio style. Delivered excellent client services to both wrap brokers and end clients with timely resolution to problems and enhancements of portfolio design meeting individual requirements and goals. Executed accurately and efficiently multiple program trading strategies within a coordinated department effort. Show less
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Financial Assistant
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Mar 1999 - Jul 2000
Glisson Capital, a start-up venture capital firm, specialized in raising and allocating capital to technology early-stage technology companies, partnered with board seats and provided business and financial advice. Assisted in venture capital portfolio formation and tracking, presentation documents, and general company start-up work including accounting. Glisson Capital, a start-up venture capital firm, specialized in raising and allocating capital to technology early-stage technology companies, partnered with board seats and provided business and financial advice. Assisted in venture capital portfolio formation and tracking, presentation documents, and general company start-up work including accounting.
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Investment Research Specialist and Assistant Portfolio Manager
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May 1996 - Jan 1999
Johnson & Marotta, a small financial planning company with 6 employees, specializes in providing investment and financial planning advice for over 200 clients with over $70 million in client assets. Wrote research reports and organized research and performance materials for use by financial planners and clients to evaluate portfolios against strategic objectives, including analysis of stocks, bonds, and mutual funds. Designed and maintained in-house attribution reports for analysis of investments and a recommended mutual fund list broken down by targeted size and style. Monitored, accurately calculated, analyzed, and reconciled timely reported performance for all client accounts and presented reports to planners, clients, and other professional consultants. Developed financial plans and presented to clients my recommendations. Developed and maintained computerized client files and functioned as in-house computer specialist and network administrator. Show less
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United States Forest Service
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Las Padras National Forest
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Wilderness Firefighter
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May 1992 - Aug 1992
Summer before my senior year in college I fought seven different wilderness fires throughout California. We were part of a Cal Poly student US Forest Service fire-fighting team. We trained along the Central Coast in wilderness fire suppression techniques including digging fires lines, felling trees, setting backfires, and even rescuing one downed fire-fighting helicopter pilot after he crashed during a Central Coast deployment. This job was the toughest and most physically demanding endeavor I have ever faced. Despite the intense heat, physical and mental exhaustion, and obvious personal danger, it was also the most rewarding. Nothing else matter especially after several 24-hour shifts and sleeping half-way up a burning mountain under the evening stars surrounded by the camaraderie and trust of friends forged during a summer of success and personal growth. Show less
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Education
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Chartered Financial Analyst, CFA®
CFA -
Chartered Alternative Investment Analyst CAIA®
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Certificate in Investment Performance Measurement CIPM®
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Certified Financial Planner CFP®
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2015 - 2017
Chartered Market Technician® CMT
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Financial Risk Manager FRM
Completed both FRM exams. Need 2 years of recent risk management experience to attain credential. -
Energy Risk Management, ERP
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California Polytechnic State University-San Luis Obispo
BS, Social Sciences -
University of California, Berkeley
Certificate, Finance -
The Hebrew University
Junior Year Abroad, Middle East Politics, History, Culture, Religion, Archaeology
Community
