- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As Senior Portfolio Manager, Casey provides financial and cash flow planning, investment strategy and portfolio management services based upon the client's unique life goals and needs.
Experience
He has over thirty years industry experience and has worked for Shearson Lehman Brothers, Dean Witter Reynolds and Friedman Billings Ramsey in various investment management capacities.
Community Involvement
Casey is the team lead for the Northern Trust annual United Way Campaign. He has volunteered for Make-A-Wish Foundation, Big Brothers and Big Sisters and Habitat for Humanity.
Joined Northern Trust
2011
Education
Bachelor of Arts degree from James Madison University.
Credentials
Certified Financial Planner. Certified Private Wealth Advisor.
Scottsdale
ATM Available*
14624 North Scottsdale Road
Suite 250
Scottsdale, Arizona 85254
*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.