ANGIE BUTLER

Angie Butler
Chief Compliance Officer
Partner

(916) 924-7527
Email Angie

Angie joined Genovese Burford & Brothers in 1998 and serves as the firm’s Chief Compliance Officer.  In this capacity, Angie is responsible for evaluating compliance issues and ensuring firm-wide compliance with industry rules and regulations, securities laws, and GBB’s code of ethics.  She leads the firm’s regulatory education programs, has supervisory authority over external communications, and disseminates best practices knowledge throughout the firm. She has more than 20 years of industry experience and has filled various positions within GBB prior to her current role.  Angie graduated from University of California Irvine with a major in Political Science. 

 

 

 

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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here