Firm Principals
Ted Burke
Accredited Investment Fiduciary®, LPL Investment Advisor Representative (IAR)
Mr. Burke has over 22 years of experience in the retirement plan industry. Ted’s first 17 years in the business were spent on the vendor side with top-tier providers Fidelity, American Express and New York Life. During this time Ted learned operations, headed up conversion projects, developed employee education campaigns and worked on investment analytics and pricing model projects. Mr. Burke has been a featured speaker on retirement plans at the Massachusetts CPA/Law Forum and has achieved the FINRA Securities licenses 6, 7, 24 (Registered Principal), 63 and 66. As an Accredited Investment Fiduciary®, Mr. Burke adheres to the rigorous standards established by the leading proponent for Fiduciary Due Diligence, the Foundation for Fiduciary Studies. Mr. Burke is a graduate of Suffolk University and lives in Foxboro with his wife Sharon and two sons, Jack and Aidan.
Securities registrations are held with LPL Financial.
Michelle Marchionni
Director, Client Services
Ms. Marchionni has over 17 years of experience in the retirement plan industry. Michelle's first 5 years in the business were spent at ADQ, a Consulting Firm in Waltham, where she provided full service administration to several small to mid size defined contribution plans. These responsibilities included administration of participant transactions, calculation of employer contributions, manual preparation of quarterly trust financials, preparation of participant statements, preparation of annual compliance tests and completion of Forms 5500. Ms. Marchionni's next 12 years were spent at New York Life where she fulfilled many management roles within the Client Administration Department including Assistant Director. In this role she was responsible for approximately 150 defined contribution plans and 30 staff members administering these plans. Ms. Marchionni is a graduate of Bryant University and lives in Medway with her husband Chris and two children, Audrey and Sam.
Brian Burke
Business Development
Mr. Burke has more than 10 years of experience in the investment industry. Since 2005, he has been Patriot Pension Advisors’ Vice President of Business Development, with a more recent specialization in Nonqualified Deferred Compensation. In this position, Brian is often the first point of contact for clients, CPAs, attorneys and others, providing information regarding Patriot Pension Advisors' comprehensive retirement plan and fiduciary consulting services in both Qualified and Non Qualified plans. Mr. Burke is a graduate of Phillips Academy in Andover and the University of Notre Dame, a Division I College hockey official, and a resident of Foxboro.