- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Casey is a Senior Portfolio Advisor and has spent over 20 years providing investment management services to Ultra High Net Worth Families, Family Offices, Endowments and Foundations. He develops highly customized, comprehensive investment programs leveraging Northern Trust's global insights, asset allocation and risk management tools.
Experience
Casey began his career with J.P. Morgan in 2002 and served in a variety of leadership roles across the investment business. He led the investment practice for J.P. Morgan's Wall Street Principals Group in New York City and then in Philadelphia. Prior to joining Northern Trust, Casey worked at Citi Private Bank in Philadelphia where he managed over $1.5 billion in client assets.
Community Involvement
Casey founded the Full Throttle Fund in partnership with the Community Foundation of New Jersey in 2001. The organization leads charitable projects focused on youth development bringing fun and joy to children.
Joined Northern Trust
2023
Education
Degree in Finance, Villanova University.
Philadelphia
By Appointment Only
2001 Market Street
Suite 1120
Philadelphia, Pennsylvania 19103