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Burke & Herbert Bank
Burke & Herbert Bank--the best local community bank for personal and business banking and wealth management. Over 75 locations and serving VA, WV, KY, MD,...
Overview
Burke & Herbert Bank--the best local community bank for personal and business banking and wealth management. Over 75 locations and serving VA, WV, KY, MD, & DE.
General information
Firm type
Asset Manager
Year founded
1852
Location
Region
North America
Country
United States
City
Alexandria
Corporate office
Alexandria, VA, United States
Additional offices
Virginia · West Virginia · Kentucky · Maryland · Delaware
Principals
David P. Boyle
President & Chief Executive Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Burke & Herbert Bank?
President and CEO David P. Boyle leads the firm, having joined in 2019. Investment decisions within the wealth management division are facilitated through the bank's arrangement with LPL Financial, which provides the advisory platform. Specific portfolio managers or CIO-level appointments are not separately disclosed by the firm.
How does Burke & Herbert source its wealth management clients?
Client sourcing is embedded within its retail and commercial bank branches located across Virginia, West Virginia, Kentucky, Maryland, and Delaware. Trust and advisory referrals often originate from the mortgage and business banking relationships maintained at its over 75 local branches, supplemented by its LPL Financial platform relationship.
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