Casey joined The 770 Group in 2000 after graduating from Piedmont College. He holds the Chartered Financial Analyst® (CFA®) and Certified Financial PlannerTM (CFP®) designations as well as the Senior Portfolio Manager title for discretionary asset management at UBS. He is a member of the CFA Society of Atlanta, and was named to UBS's "Top 35 Under 35" for 2013. Casey leads the financial planning efforts for The 770 Group and is responsible for the development and presentation of accumulation, distribution, preservation, and wealth transfer strategies to our clients. Additionally, Casey serves on the team's investment committee and is responsible for the oversight and management of the team's investment portfolios. Casey and his wife, Amy, are proud parents of their daughter Elsa and son Ethan. In his free time, Casey is an avid woodworker, guitar player, and technology enthusiast.
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI