Erik Popham, CFA
Prior to co-founding Compound Family Offices, Erik was a Sr. Vice President and GenSpring Investment Strategist at GenSpring | SunTrust Private Wealth Management where he was charged with the introduction, implementation and management of GenSpring’s investment process. His responsibilities included investment policy formation, asset allocation strategy development, investment manager selection, portfolio performance monitoring and client relationship management.
In addition to the direct client responsibilities outlined above, Erik was a member of GenSpring’s Family Investment Officer Council, permanent voting member of GenSpring’s Portfolio Construction Group and member of the Sustainable Investment Committee and had previously served on various internal focused committees including the Manager Selection Committee and the Investment Policy Statement & Reporting Committee.
Erik started his GenSpring tenure in 2007 with Asset Management Advisors (AMA), a Registered Investment Advisor, before it was renamed GenSpring Family Offices. Prior to joining AMA, Erik served as an Investment Officer at the John S. and James L. Knight Foundation, where he was responsible for the Real Estate, Commodities, Timber and Energy allocations. Previously, Erik worked as a Senior Associate at Arthur Andersen LLP within the Valuation Services Group where he performed 100+ valuations of closely held businesses in a variety of industries. Immediately prior to joining AMA, Erik served as the sole Investment Officer at a single family office in Miami, Florida.
Erik earned his Bachelor of Arts degree in Economics from Duke University. Erik is also a CFA charter holder and a member of the CFA Institute.
Prior to co-founding Compound Family Offices, Scott was a Sr. Vice President and GenSpring Sr. Wealth Strategist at GenSpring | SunTrust Private Wealth Management. Scott started his GenSpring tenure in 2006 with Asset Management Advisors (AMA), a Registered Investment Advisor, before it was renamed GenSpring Family Offices. While at GenSpring he served families as part of a collaborative team and developed deep relationships with ultra-wealthy families in the delivery of wealth management and family office services. Such services included estate, gift and trust planning, financial planning, tax planning, philanthropy, governance and education, sharing best practices, risk management, asset protection, the management and coordination of information, and partnering with his family’s other key advisors.
Prior to GenSpring Scott was a Senior Manager with Deloitte Tax, LLP in Atlanta where he focused on delivering estate, gift and trust planning, financial planning, investment advisory services, tax consulting and compliance services to high net worth individuals, executives and families. While at Deloitte Scott served as the Southeast’s designated provider of Wealth of Options, Deloitte’s estate planning platform for ultra-high net worth families.
Scott is a Cum Laude graduate of Kennesaw State University where he received a BBA in Accounting. He is a Certified Public Accountant (CPA). Scott is a member of the American Institute of Certified Public Accountants (AICPA) and its Personal Financial Planning Division. Scott also holds the Personal Financial Specialist (PFS) designation given by the AICPA. Scott is a member of the Southwest Florida Estate Planning Council and has served on the Community Foundation of Sarasota County’s Distinguished Speaker Series Committee.