First Business

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Joan Burke
First Business Trust & Investments

(608) 218-8000

LinkedIn Profile


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 brings to the company over 25 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 Organization 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 Finance Committee of the Madison Community Foundation, the Investment Committee of the Attic Angel Association, and the Finance Committee of the Sisters of Holy Wisdom Monastery. She serves as a Board member and past Chair 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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