Burke Capital Group - Professionals


	Jon R. Burke Managing Director Prior to forming Burke Capital Group in 1995, Jon Burke was a senior officer at The Robinson-Humphrey Company, where he led the banking and financial institution research effort. Jon played a critical role in assisting Robinson-Humphrey's Corporate Finance Department in executing M&A advisory and corporate finance assignments. He is considered one of the leading authorities on banking and financial institutions in the Southeast. Jon holds a B.S. in Business Administration from the University of Georgia and an M.B.A. from Georgia State University. Dennis L. Wolfarth Managing Director Denny Wolfarth has broad experience in advising on M&A and corporate finance transactions. Denny began his career at Arthur Andersen & Co., where he was a partner in the firm's Atlanta office. While at Arthur Andersen, his experience included advising middle market and technology companies on corporate finance matters. Prior to joining Burke Capital Group in 1996, Denny was a senior executive for a multi-divisional manufacturing company with sales in excess of $400 million. He holds a B.S. in Business Administration from The Ohio State University and an M.B.A. from the University of Wisconsin. W. James Stokes Managing Director W. James Stokes joined Burke Capital Group in 2004 as a Principal. Prior to joining Burke Capital, Mr. Stokes was a Managing Director of the TSJA Advisory Group, Inc., a registered investment advisory firm specializing in sector funds investing in financial services companies. Additionally, while at TSJA, Jim advised clients on mergers and acquisitions, stock valuations, fairness opinions and de novo charters. Mr. Stokes also served as portfolio manager for a retail mutual fund focused on bank stock investments. Before joining TSJ&A in 1988, he was a Bank Examiner with the Federal Reserve Bank of Atlanta. Mr. Stokes attended Emory University where he obtained a BA degree in Finance. Bill Herrell Managing Director Mr. Herrell joined Morgan Keegan in 2008 as a Senior Vice President in the Financial Institutions Group. Prior to joining Morgan Keegan, he worked with FSI Capital as Co-Head of their real estate CDO platform. Mr. Herrell also was founder of Cord Capital, a consulting and transaction advisory firm in Atlanta, Georgia that executed various transactions in the financial services and services industries. Prior to Cord Capital, he spent seven years with SunTrust Robinson Humphrey where he most recently led their trust preferred CDO business as well as executed transactions in the fixed income, private placements and syndications areas. Mr. Herrell also worked in the Corporate and Investment Banking area of Bank of America focusing on the insurance industry. He earned a Masters of Science in Finance from Boston College and a BBA from Eastern Kentucky University. Blake N. Jones Senior Vice President Blake Jones joined Burke Capital Group in 2002 as an Associate in the firm's Financial Institutions Group. Prior to joining Burke Capital Group, Blake was a Financial Analyst in Deutsche Banc Alex.Brown's Technology Investment Banking Group. While at Deutsche Banc, he was involved in executing both domestic and cross-border M&A transactions in the software and financial technology spaces. Blake earned a B.S. in Commerce from Washington and Lee University. Jason Trembley Vice President Jason Trembley joined Burke Capital Group in 2003 as an Analyst in the firm's Financial Institutions Group. Prior to joining Burke Capital Group, he was a Financial Analyst in Raymond James' Technology Investment Banking Group. While at Raymond James, he focused primarily on the execution of equity offerings and M&A transactions. Jason earned a B.A. in Finance and Accounting from Miami University (Ohio). Matt D. Gordon Financial Analyst Mr. Gordon joined Morgan Keegan's Financial Institutions Group in July 2008. He provides capital and M&A support to the group's bankers. He received his B.S. in Business Administration, with a concentration in Finance, from the University of North Carolina at Chapel Hill. Andrew M. Stelling Financial Analyst Drew Stelling joined Burke Capital Group in June 2010 as an Analyst focused on financial institutions. He earned a Bachelor of Business Administration degree, with a concentration in Finance, from the University of Georgia.
For additional information, please email us at info@burkecapital.com. Home \| Services \| Professionals \| Recent Transactions \| News \| Contact Burke Capital Group Two Buckhead Plaza • 3050 Peachtree Rd., N.W. • Suite 701 • Atlanta, GA 30305 Tel. (404) 240-2920 • Fax (404) 240-2910 • info@burkecapital.com