- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As Senior Portfolio Advisor in our Scottsdale office, Casey specializes in the development and implementation of investment portfolio design to meet the unique goals and needs of high-net worth individuals, business owners, wealthy families and foundations.
Experience
Casey has 35 years of industry experience. Before joining Northern Trust in 2011, he worked in various investment management capacities with Shearson Lehman Brothers, Dean Witter Reynolds, Friedman, Billings, Ramsey Group and Charles Schwab Company.
Community Involvement
Casey is the Board Treasurer for Rotary Club of Scottsdale Sunrise. He is the team lead for the Northern Trust annual month of giving, “Achieving Greater Together”. He has volunteered for make-A-Wish Foundation, Big Brothers and Big Sisters and Habitat for Humanity.
Joined Northern Trust
2011
Education
Casey attended James Madison University where he obtain a Bachelor of Arts Degree.
Credentials
Casey is a Certified Financial Planner and a Certified Private Wealth Advisor.
Scottsdale
Cash Services Unavailable | ATM Available*
14624 North Scottsdale Road
Suite 250
Scottsdale, Arizona 85254