Our Team

 

Michael J. Burke

Mike Burke, founder of Bainbridge Financial Services, serves as Managing Partner. Mr. Burke has provided financial advice and wealth management services for more than three decades. Prior to opening Bainbridge, he served as Vice-President of Investments for Prudential Securities. His experience and his unwavering commitment to his clients’ needs have resulted in strong client loyalty at Bainbridge.

 

 

Lupe Northam

Lupe Northam is a Senior Vice President-Financial Advisor at Bainbridge Financial Services in Houston, Texas. She began her career at UBS PaineWebber, and brings 19 years of experience to clients. Mrs. Northam manages wealth for investors from U.S., México, Ecuador, Venezuela, Brazil, Colombia, Spain, Belgium, Germany and Norway. Her investment strategy is global diversification coupled with strategic allocation and active management. This strategy is not restricted to the U.S., specific market caps or traditional asset classes. Her experience in and access to foreign markets provides clients a unique and valuable opportunity to invest anywhere in the world. This access to global markets can be specifically designed to best serve the clients’ financial needs.

 

Eduardo Suarez

Eduardo Suarez serves as a Global Financial Advisor for Bainbridge Financial Services.  He specializes in evaluation of client financial profiles and investment vehicles both personal and corporate. Mr. Suarez offers a one to one approach to providing services and maintaining client satisfaction.

Formerly with JPMorgan Chase International Financial Services he provided banking solutions to clients in Latin America and Europe.  Five years of business development with an oil and gas geophysical consulting company offered valuable international experience.

Eduardo is a University of Houston, Bauer Business School graduate with a Bachelor of Science in Marketing and Spanish.  He is Series 7 and Series 66 licensed.

 

Sergio Sosa
Global Financial Advisor

Sergio Sosa serves as a Global Financial Advisor for Bainbridge Financial Services, providing individually tailored solutions for clients.  His commitment to a high level of service, and ability to understand and achieve a client’s financial goals have established long lasting relationships.

Formerly with JPMorgan Chase international Financial Services, Mr. Sosa represented clients from Europe and Latin America including Mexico, Guatemala, Honduras, Argentina, Brazil, Bolivia and Chile.

Sergio is a graduate of the University of Houston Bauer Business School with a Bachelor of Science in Economics and a minor in Global Business. He is Series 7 and Series 66 licensed, and is currently in the process of obtaining CFP certification.

BNY Research and Commentary

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