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Scott G

PFS™, Series 63, Series 65

Sarasota, FL

Compound Family Offices, LLC

Scott Gurr is a financial advisor at Compound Family Offices, LLC with 23 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Compound Family Offices in 2018, he spent 11 years at GenSpring Family Offices, LLC. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and their related entities. The firm offers comprehensive financial, tax, estate, and philanthropic planning, along with discretionary portfolio management and consolidated reporting across multiple accounts and non-managed assets.

Tax-loss harvesting Wealth management Concentrated stock management Founder/Business Owner Retired Executive Established Professionals
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Erik P

CFA®

Sarasota, FL

Compound Family Offices, LLC

Erik Popham is a CFA® charterholder with 17 years of industry experience. He has been with Compound Family Offices, LLC since 2018 and previously worked at GenSpring Family Offices, LLC from 2007 to 2017. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities. The firm focuses on discretionary portfolio management with customized asset allocation, ongoing monitoring, and consolidated reporting that includes both managed and non-managed assets.

Tax-loss harvesting Wealth management Concentrated stock management Founder/Business Owner Retired Executive Established Professionals
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Jeffrey M

CFA®

Sarasota, FL

Compound Family Offices, LLC

Jeffrey Mullens is a CFA® charterholder with seven years of industry experience. He has been with Compound Family Offices, LLC since 2018 and previously worked at GenSpring Family Offices and Madison Homes. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities, offering comprehensive financial, tax, estate, and philanthropic planning. The firm emphasizes discretionary portfolio management with customized asset allocation, ongoing monitoring, and consolidated reporting that includes assets not directly managed by the firm.

Tax-loss harvesting Wealth management Concentrated stock management Founder/Business Owner Retired Executive Established Professionals
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Kristina B

Series 65

Sarasota, FL

Compound Family Offices, LLC

Kristina Bryn is a financial advisor with Compound Family Offices, LLC, holding a Series 65 designation and 14 years of industry experience. She previously worked at Genspring Family Offices, LLC and its successor entities for a combined 11 years before joining Compound Family Offices in 2020. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities. The firm offers comprehensive financial, tax, estate, and trust planning services, delivering investment management through discretionary portfolio management with customized asset allocation and consolidated reporting.

Tax-loss harvesting Wealth management Concentrated stock management Founder/Business Owner Retired Executive Established Professionals
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Jeffrey D

CFA®, Series 65

Sarasota, FL

Compound Family Offices, LLC

Jeffrey Devine is a CFA® charterholder with nine years of experience in financial advisory. He has been with Compound Family Offices, LLC since 2020 and previously worked at Suntrust Advisory Services, Inc., Genspring SunTrust Private Wealth, and GenSpring Family Offices, LLC. Outside of his advisory role, he engages in restaurant service reviews as an independent contractor, a hobby unrelated to investments. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities, focusing on discretionary portfolio management with customized asset allocation and consolidated reporting across managed and non-managed assets.

Tax-loss harvesting Wealth management Concentrated stock management Founder/Business Owner Retired Executive Established Professionals
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