Cassie M. Burns
Keine laufenden Positionen mehr
Profil
Before joining Riverbridge Partners in March 2008, Ms. Burns was a Senior Vice President for Client and Community Relations at Family Philanthropy Advisors from January 2007 to February 2008.
Before that, she was a Vice President at the McCrea & Burns Wealth Management Group of UBS Financial Services, formerly Piper Jaffray, from 1993 to 2007.
Through her experience, she has gained a thorough understanding of the complex needs of individuals as well as multi-generational families and the importance of providing personalized solutions to meet those needs.
Ms. Burns received her B.A.
from St. Lawrence University where she graduated cum laude.
She is a member of the Financial Planning Association (FPA) and the Financial Planning Association of Minnesota.
She has served on numerous community boards and committees and currently serves on the St. Martin’s Church Foundation Board, the Board of Mind Body Solutions, the Board of Governors of Opportunity International, and the Board of Trustees of Woodhill Country Club.
She and her husband have three children.
In her spare time, she enjoys watching her kids play hockey, golfing, running, skiing and reading.
Ehemalige bekannte Positionen von Cassie M. Burns
Unternehmen | Position | Ende |
---|---|---|
Riverbridge Partners LLC
Riverbridge Partners LLC Investment ManagersFinance Riverbridge Partners LLC (Riverbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Mark Thompson in 1987. Riverbridge serves as an investment manager for institutions, investment companies, pooled investment vehicles, individuals, and advisors. The firm also provides portfolio management services under a wrap fee arrangement offered by unaffiliated broker-dealer sponsors. | Corporate Officer/Principal | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Riverbridge Partners LLC
Riverbridge Partners LLC Investment ManagersFinance Riverbridge Partners LLC (Riverbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Mark Thompson in 1987. Riverbridge serves as an investment manager for institutions, investment companies, pooled investment vehicles, individuals, and advisors. The firm also provides portfolio management services under a wrap fee arrangement offered by unaffiliated broker-dealer sponsors. | Finance |