Frank Burke, CFA, CAIA

As Chief Investment Officer, Frank is a valuable resource for wealth advisors to utilize when looking for guidance in sourcing or allocating to new private investment strategies or hedge funds. Frank is a thought leader in strategy implementation, and he has extensive experience in the portfolio construction process for both individual client portfolios and custom fund of funds.

With 20-plus years of asset management, portfolio construction & financial advisory experience, Frank served as a senior member of the portfolio management team at Hatteras Funds, managing several of the firm’s alternative investment fund of funds and co-investment strategies.

Earlier in his career, Frank helped source managers and build alternative investment portfolios at various multi-family offices including Abbot Downing (formerly Calibre Investment Consulting) and GenSpring Family Offices.

Frank holds the CFA and CAIA charters and earned an MBA at the Fuqua School at Duke University and a B.S. from Villanova University.