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Joan Burke
President
First Business Trust & Investments

(608) 232-5993

LinkedIn Profile


Biography

Joan Burke has been President of First Business Trust & Investments since its inception and has overall responsibility for all aspects of the business, including asset management and the quality delivery of service to clients. Joan has over 30 years of experience in trust, investment management, mutual fund management and brokerage services. Prior to joining First Business Trust & Investments, she was President and CEO of several financial companies owned by the Johnson family in Racine. Most of her years of trust and investment experience were with the United Bank/Valley Bank/Trust Company, where she was a regional manager and Executive Vice President.

Joan serves community business and not-for-profit organizations in many capacities. She is currently a member of the board of trustees, and chairs the Investment Committee of the Madison Community Foundation, and is a member of the Finance Committee of the Attic Angel Association. Joan serves as a community member of the Finance Committee of Agrace HospiceCare Inc. She completed her undergraduate work and received a Masters of Business Administration from the University of Wisconsin, Madison.

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