Derek Burke Email & Phone Number

New York, Ny, Us

Greater Atlanta Area

Kansas City, Missouri Area

Greater New York City Area

President of First Investors Management Company, Inc. (FIMCO), First Investors Advisory Services, LLC. (FIAS) and Administrative Data Management Corp (ADM) – all subsidiaries of First Investors Consolidated Corporation. FIMCO is an SEC registered investment adviser, operating out of New York City, which is responsible for the portfolio management, administration and distribution of the First Investors mutual funds - an $10 billion mutual fund family - rated by Barrons as a top 10 Fund Family in 2011 and 2013.

Greater New York City Area

Chief Executive Officer, Member Board of Managers and Investment Committee member

Greater New York City Area

Co-Head of investment products group supporting UBS Financial Advisers and Private Bankers located in the Americas. Led group comprising teams of Portfolio Developers/Managers, Investment Analysts, Product Specialists, Wholesalers, Finance, Client Service, Business Management, Operations, IT, Legal and Compliance. Products offered included separate accounts, commingled funds, mutual funds, collective trusts, exchange traded products, individual and corporate retirement accounts, 529 plans and alternative investments (hedge funds, private equity and real estate). Services included traditional and alternative portfolio management and institutional / retirement consulting, responsibilities for Alternative Investments (Hedge Funds, Fund of Funds, Private Equity, Managed Futures and Real Estate) and Manager Research.

2004 - COO of $10 Billion (AUM) quantitative investment unit with responsibilities for all aspects of investment management business (sales, marketing, retail distribution, product development, operations, etc.) excluding portfolio management and research. Repositioned internal general account investment management capabilities and led move into third-party account management. Retail Investments - Chief Operating Officer 2002-2003 COO of Retail Investment business. Led all retail and advisory businesses operations (institutional separate accounts, mutual funds, 529 plans, separately managed accounts and Trust business). Launched enhanced SMA product offering; managed marketing and sales activity (wholesalers); oversaw proprietary distribution of annuity and mutual fund sales; president of federally charted thrift company; leader on mutual fund board and governance issues; drove efficiency efforts resulting in outsourcing efforts relating to transfer agent and accounting functions.

for $150 bn. Investment & Pension Group: reported to CIO and created new risk/compliance internal control function for institutional and retail asset management business.

reported to CEO of $70 bn. Private Asset Management Group

Litigation Associate

Jd, Law

Bs, Finance