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.

BNY Research and Commentary

Related Articles

Global Markets

Watching Emerging Market Debt For Value

Carl Shepherd, from Newton Investment Management’s Global Dynamic Bond team, explains why they are favoring short-dated, hard-currency emerging market debt (EMD) over local currency issues despite the higher yields on offer from the latter.

Read More: Watching Emerging Market Debt For Value
Market Commentary

2017: Themes and Investment Strategies

In Jeff Mortimer’s latest Investment Update he discusses our expectations for 2017, what they mean for your portfolio and the importance of considering all aspects of the market when investing for the long term.

Read More: 2017: Themes and Investment Strategies
Investment Insight

Investment Update: Eyes on the Prize

In Jeff Mortimer’s latest Investment Update he discusses the market environment since the election and why we recommend holding certain asset classes in portfolios. He reminds clients about the importance of diversification and active allocation decisions when investing for the...

Read More: Investment Update: Eyes on the Prize
Asset Allocation

Tomorrow's World

A volatile investment environment characterized by divergent interest rate cycles and pockets of political instability increasingly calls for a global approach to credit investing, writes Insight credit portfolio manager Adam Whiteley.

Read More: Tomorrow's World
Economic Insight

Fed Thoughts: The Deep End Of The Pool

By the Friday that Fischer spoke, virtually every participant in meetings of the Federal Open Market Committee (FOMC) had relayed that the case to consider at their meeting on March 14 to 15 for adding 25 basis points to the...

Read More: Fed Thoughts: The Deep End Of The Pool