Our People
Kris Marney

Kris Marney

CPA CGMA
Director, Advisory BEST/Family Office

Location: Santa Rosa |
Areas of Expertise: Business Process Outsourcing, Private Client Services
Industries: Nonprofit, Real Estate

Kris Marney is the Director of Family Office Services Advisory. Kris has over twenty years of experience in complex tax and partnership accounting expertise within the high-net-worth family office, venture capital, and private equity. She provides all facets of financial management of multi-partnership organizations including multi-entity administration, tax management, tax filings, tax planning, estate planning, treasury management, asset custody, and financial statement preparation. Kris also has experience with Public Private Partnership developments, project delivery, and subsequent property management.

Kris has an extensive background working with clients, with twenty years as controller for an Ultra High Net Worth Family Office, as well as experience as a Chief Accounting Officer for a Collegiate Housing Developer, facilitating Public Private Partnership housing projects for universities. Kris additionally has expertise with Forms 1120, 1120S, 1065, 1041, 1040 & 990PF.

Kris is CGMA and CFP® certified, and is a member of the American Institute of Certified Public Accounts (AICPA), Texas Society of CPAs (TSCPA), and the Houston Society of CPAs. Kris has a BBA in Business Management from Texas State University, and a CFP® certification from Rice University’s Glascock School.

Kris Marney holds an active CPA license in Texas.

Interesting Tidbit

Kris has dogs that she considers her “kids”, loves to travel and drive fast cars, and considers herself a “foodie.”

Quick Facts

Community
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – Texas Society of CPAs (TSCPA)
  • Member – Houston Society of CPAs
Overview
  • Certified Public Accountant (CPA)
  • CFP® Certification
  • CGMA

 

Education

B.B.A – Texas State University

CFP® Certification – Rice University’s Glascock School