Sydney BurkeAnalyst, Newport Beach
Sydney Burke, Newport Beach, is responsible for reviewing statements, forecasting review data and developing case documentation for all clients in the Irvine office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. He also works collaboratively with Wealth Managers on providing recommendations and feedback relative to client’s financial plan.
Sydney Burke had previous roles in financial services, primarily within Private Institutional Budget Divisions. In each of his roles, he acted as the primary liaison between the organization and their clients, ensuring accurate cash flow projections and funding. He has experience in organizational budget development, income management, and project planning. More recently, Sydney was a Fund Manager at the University of Southern California.
Sydney holds a Bachelor’s Degree in Business Administration from California State Dominguez Hills and received a Master of Science Degree in Project Management from the University of Southern California.
Sydney enjoys running outdoors and is always doing marathons and races. He also has a passion for cycling and enjoys riding on the beach coast.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.