Cassidy Burns

CFP®, Relationship Management

Cassidy Burns

CFP®, Relationship Management

Every day I strive to place the interest of our clients first. The most important role I can play is being a good steward of not just their assets, but their values and their goals.”

Cassidy Burns joined Riverbridge in 2008. As a relationship manager, Cassidy is responsible for supporting the investment needs of our clients. Prior to joining Riverbridge, Cassidy was a senior vice president for client and community relations at Family Philanthropy Advisors, where she worked with family foundations on strategic grant making, board support, and administration. Prior to that, she was a partner in the McCrea & Burns Wealth Management Group of UBS Financial Services (formerly Piper Jaffray) for fourteen years. She earned her Bachelor of Arts in French and Art History from Saint Lawrence University and is a member of the Financial Planning Association (FPA) and the Financial Planning Association of Minnesota. Cassidy devotes much of her free time to the community by serving on the Board of the Abbott Northwestern Hospital Foundation, the Board of Governors of Opportunity International, the Board of Trustees of Woodhill Country Club, and the Investment Committee for St. Martins-by-the-Lake Church.