Cassidy McCrea Burns

Cassidy McCrea Burns is an accomplished financial professional with extensive experience in wealth management and client relations. Currently serving as Senior Vice President and Family Wealth Advisor at Baird since April 2018, Cassidy leads The McCrea Burns Group. Prior to this role, Cassidy was a Principal and Client Relationship Manager at Riverbridge Partners from March 2008 to April 2018, and held the position of Senior Vice President for Client and Community Relations at Family Philanthropy Advisors from January 2007 to February 2008. Cassidy's career in financial services began at UBS Financial Services, formerly Piper Jaffray, where Cassidy served as Vice President within the McCrea & Burns Wealth Management Group from 1993 to 2007. Cassidy holds a BA from St. Lawrence University, completed studies at Université de Rouen, and graduated from The Blake School.