Dan Burke is Senior Financial Advisor, Senior Vice President with Enterprise Wealth Management. He provides comprehensive wealth management services to his clients, leveraging his expertise in investments, client relationship management, and financial and estate planning. Dan uses a consultative process to gain a detailed understanding of his clients’ most important values and goals. He then develops customized financial plans and investment strategies that address each client’s unique situation.
Dan has more than 25 years of experience working with individual and institutional clients. Prior to re-joining Enterprise Wealth Management, Dan served in senior roles with Voya Financial Advisors, Bank of Montreal, and Mercer Investments. Earlier, Dan served in several key roles with Enterprise Wealth Management including Chief Investment Officer, and at OppenheimerFunds, where he managed more than $2 billion as a portfolio manager. Dan earned undergraduate and law degrees from Boston College and his MBA from Babson College.
A resident of Westford, Dan and his wife have five children. He particularly enjoys hiking and mountain climbing and is progressing steadily in his plan to climb all 48 of New Hampshire’s “4000-footer” mountains.
Enterprise Wealth Management is a division of Enterprise Bank providing comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients.
Investment products are not a Deposit, not guaranteed by Enterprise Bank, are not FDIC Insured, not Insured by any government agency, and may lose value.
Dan is a Member of the Westford Economic Development Committee and has been an active volunteer with the Westford Affordable Housing Trust Fund and the Westford Education Foundation.
Serving Windham, Salem, Pelham, along with all communities where we do business.