Mr. Burke is co-portfolio manager and responsible for general executive management.  Mr. Burke received a B.S.B.A. degree in 1970 from the University of Florida with a double major in Finance and Business Administration.  After a tour of duty in Viet Nam he did post baccalaureate work there in accounting.

 

After working 15 years with private and public companies as a financial consultant with DataBase Research Corporation, he developed a quantitative buy/sell indicator based on key balance sheet items found to have predictive qualities related to a company's future earnings.

He started Beacon Street Research in 1992, to apply this accounting based algorithm to investment portfolios and private research to institutional investors such as Lehman Brothers and Credit Swiss-First Boston.  In 2001 he teamed up with Herron Weems to form Beacon Street Capital, LLC.