Chris Casey is responsible for developing customized investment portfolios for his clients based on their unique parameters for risk, return, and liquidity. After taking the time to listen to his client’s objectives and to understand any tax, legal, and personal considerations, Casey then structures a well-diversified portfolio in keeping with his recommended asset allocation program. Casey continually monitors and rebalances his clients’ portfolios to meet their evolving needs and to take advantage of new investment opportunities.
Prior to joining Wilmington Trust, Casey was a senior portfolio manager and the Director of Equity Research at Boston Private Bank & Trust Co. In addition to handling high-net-worth client relationships, Casey oversaw trading and research efforts and helped develop and manage a series of equity strategies. His areas of coverage included biotechnology, transportation, telecommunications, and oil services.
Casey holds a bachelor’s degree from Yale University and earned the Chartered Financial Analyst designation in 2002.
Casey is a member of the Boston Security Analysts Society and is the co-founder of the Mashie-Niblick Classic, which operates to raise funds in support of youth and health organizations. He spent time in Manchester, England developing a youth lacrosse program as part of the national physical education curriculum.
- Strategic asset allocation
- Portfolio management for high-net-worth clients
- Macro-economic analysis