Profil
Ms. Christina S.
Burroughs, CPA, is President at GenSpring Family Offices.
Ms. Burroughs joined Genspring on March 2010.
Most recently, Ms. Burroughs served as a director at Inlign Wealth Management, LLC, the predecessor to GenSpring's Phoenix Office where she provided strategic direction for the integration of wealth management disciplines and the delivery of those services to clients.
Prior to joining Inlign, she was a financial advisor at Tanager Financial Services (now part of Calibre) in Boston, Massachusetts where she was responsible for managing comprehensive financial planning engagements for individuals and families with substantial wealth.
She focused on the integration and implementation of investment, tax, estate planning, risk management, and philanthropic services to further her clients' goals and support the sustainability of their wealth.
Ms. Burroughs earned a Bachelor of Science degree in Psychology from Northwestern College.
She completed graduate coursework in Clinical Psychology at Wheaton College and the Program for Certification of Financial Planners for Northeastern University.
She is a Certified Financial Planner® and holds the Series 65 license.
She serves on the Board of Directors for The Wellness Community of Arizona.
She and her family are involved in a number of advocacy, community and charitable organizations.
Ms. Burroughs resides in Phoenix with her husband and two children.
Anciens postes connus de Christina S. Burroughs
| Sociétés | Poste | Fin |
|---|---|---|
| Tanager Financial Services, Inc. | Corporate Officer/Principal | 01/01/2004 |
| Inlign Wealth Management LLC | Corporate Officer/Principal | - |
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | President | 12/01/2011 |
Formation de Christina S. Burroughs
| Northwestern College (Iowa) | Undergraduate Degree |
| Wheaton College (Illinois) | Graduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Finance |
| Tanager Financial Services, Inc. | Finance |
| Inlign Wealth Management LLC | Finance |