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Wall Street Oasis

E112: $3BN Family Office + Ultra High Net Worth Advisory to Venture Capital

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 11 June 2020

⏱️ 33 minutes

🧾️ Download transcript

Summary

In this episode, member @EdmundBerke shares his path from a non-target school in the southeast US to breaking into an investment analyst role at a $3bn family office straight out of undergrad through a church program. Learn why he transitioned out of that role, how he helped add value to a legal firm for their ultra-high net worth clients and then was able to successfully pivot to a venture capital role.

Transcript

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0:00.0

Hello and welcome. I'm Patrick Curtis, your host and Chief Monkey, and this is the Wall Street Oasis podcast. Join me as I talk to some of the community's most successful and inspirational members to gain valuable insight into different career paths and life in general. Let's get to it.

0:25.1

In this episode, member Edmund Burke shares his path from a non-target school in the southeast

0:30.4

U.S. to breaking into an investment analyst role at a $3 billion family office straight out of

0:36.1

undergrad through a church program.

0:38.4

Learn why he transitioned out of that role, how he helped add value to a legal firm for their

0:43.0

ultra high net worth clients, and then was able to successfully pivot to a venture capital role.

0:47.9

Enjoy. All right.

0:58.8

I'm in Burke.

0:59.3

Thanks so much for joining the Wall Streetoases podcast.

1:02.5

Patrick, thanks for having me on.

1:04.6

So it'd be great if you could give the listeners a short summary of your bio.

1:08.0

Yeah.

1:08.8

So I grew up in the Midwest on a small farm and attended a non-target school in the

1:16.8

southeast is medium-sized. Not a great business program. Didn't really want to stay in the southeast.

1:24.0

And so I moved up to the northeast after I did a fifth year there and landed a

1:30.9

analyst position at a multifamily office and transitioned into private wealth management after that.

1:38.3

And now I've been at a strategic venture capital firm for about a year now.

1:44.0

Very interesting backgrounds. Let's go all the way back to kind of your upbringing, at a strategic venture capital firm for about a year now.

1:45.3

Very interesting backgrounds. Let's go all the way back to kind of your upbringing.

1:49.5

You know, you're kind of on a farm.

1:50.7

Why go to a school in the southeast from the Midwest?

1:58.3

Yeah, so family ties from the beginning. My father, he was a day trader,

...

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