Skip to Content


I provide investment consulting services to institutional investors such as endowments, foundations, and other not-for-profit organizations.  I also provide holistic wealth management and financial planning advice to high-net-worth individuals and families.

View More of Casey's Experience

My freshman year of college, I was hit by a car while walking to class – don’t worry, the car sustained more damage than I did!

You might also like…

Opportunity zones offer tax incentives to impact investors
Valerie Grunduski
Article September 26, 2018 3 min read
Private markets highlights from H1 2017
Mark Corombos Wealth Management
Article September 20, 2017 1 min read
Retail sales declined for the second consecutive month in December
Jim Baird Wealth Management
Blog January 15, 2021 2 min read
Personal wealth roundtable: 2021 in view
Jim Baird Wealth Management
Webinar Tuesday, Jan. 12, 2021 45 min watch