Casey is a Principal and Senior Investment Consultant in the Phoenix office of Mercer’s Wealth Business. Casey has over 25 years of experience working with a broad range of investors focusing on financial intermediary and multi-family office clients. His work with these clients includes; asset allocation, portfolio construction, investment manager evaluation, selection and monitoring, and creating multi-manager portfolios. He is the chair of Mercer’s Internal Wealth Management Strategic Research Team and a voting member of the Wealth Management Investment Committee. Casey is a frequent speaker at national industry conferences and events, addressing a wide variety of topics.
Introducing ‘Roadshows’, part of the iConnections new release of features for Q2.
