Cassie M. Burns

Cassie M. Burns

Finance

Profile

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.

Former positions of Cassie M. Burns

CompaniesPositionEnd
Corporate Officer/Principal -
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Experiences
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