(PDF) (DOC) (JPG)August 29, 2002
(Mahwah) – Robert K. Burke, vice president and director of comprehensive wealth management for Nuveen Investments/Rittenhouse Financial Services, will speak Monday, September 9 in the Trustees Pavilion at Ramapo College of New Jersey. Comprehensive Wealth Management” will be his topic. A reception is scheduled at 5 p.m.; the presentation will begin at 5:45 p.m. This program is one in a series presented by the Ramapo College Business Network. Business Network presentations are free and the public is welcome.
Prior to joining Nuveen in 1996, Burke was the managing director of Kemper Unit Investment Trusts and EVEREN Unit Investment Trusts. He served in a variety of management and professional roles in the sales and marketing divisions of INVEST Financial, A.G. Edwards & Company and Morgan Stanley. He is a graduate of the Wharton School of the University of Pennsylvania and did graduate work in England at Oxford.
The financial management needs of today’s affluent clients have become complex,” says Burke, to the point that successful financial advisors have to be able to offer clients expertise across a broad range of financial planning options, and should possess the ability to provide a comprehensive perspective in the creation of appropriate solutions.”
In his presentation, he will offer insights on wealth management, estate planning strategies, retirement planning and distribution, business succession planning, concentrated stock management alternatives, philanthropy and family wealth education.
The Ramapo College Foundation and The Mahoney Team of Merrill Lynch sponsor this event without charge as a community service. For more information on Burke’s presentation or on the Ramapo College Business Network, please call Dr. Ron Kase, (201) 684-7287.
Ramapo College of New Jersey is the state’s premier public liberal arts college and is committed to academic excellence through interdisciplinary and experiential learning, and international and intercultural understanding. The College is ranked #1 among New Jersey public institutions by College Choice, has been named one of the 50 Most Beautiful College Campuses in America by CondeNast Traveler, and is recognized as a top college by U.S. News & World Report, Kiplinger’s, Princeton Review and Money magazine, among others. Ramapo College is also distinguished as a Career Development College of Distinction by CollegesofDistinction.com, boasts the best campus housing in New Jersey on Niche.com, and is designated a “Military Friendly College” in Victoria Media’s Guide to Military Friendly Schools.
Established in 1969, Ramapo College offers bachelor’s degrees in the arts, business, data science, humanities, social sciences and the sciences, as well as in professional studies, which include business, education, nursing and social work. In addition, the College offers courses leading to teacher certification at the elementary and secondary levels, and offers graduate programs leading to master’s degrees in Accounting, Business Administration, Creative Music Technology, Data Science, Educational Technology, Educational Leadership, Nursing, Social Work and Special Education, as well as a post-master’s Doctor of Nursing Practice.
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