Shirley M. Burkes , a 26-year veteran of the investment industry, has worked alongside Eric in serving clients for the past 24 years. As a Senior Client Service Associate, her title reflects her ability to help provide prompt, skillful handling of any client needs or issues that arise on a daily basis. At her previous firms, Shirley often was called upon to coach and instruct other client service associates on how to serve the firm's clients more effectively.
Shirley serves as the primary contact for the firm's clients while overseeing all administrative and operational activities.