Casey is an Associate in Private Wealth Services at Cresset. In this role, he supports the wealth advisory team by helping manage client investment accounts and ensuring a smooth, high-quality experience for clients.
Prior to joining Cresset, Casey began his financial services career as a research associate with Matrix Asset Advisors.
He earned both a master’s degree and a Bachelor of Science degree from the business school at Tulane University, where he also played football for six years.
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Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.
