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Casey joined EP Wealth Advisors as a Partner and Senior Vice President in 2024. He has over 17 years of experience as a Portfolio Manager, leading research and portfolio execution for a $700MM investment management firm. Casey was responsible for all aspects of client relationships and business development.
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Casey is a graduate of Southern Methodist University in Dallas, as well as the Securities Industry Institute at the Wharton School, University of Pennsylvania.
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Casey is involved in his community, serving as a member of the century old Salesmanship Club of Dallas, which supports the Momentous Institute and their mental health services for at-risk youth. He also served 5 years on the board of trustees for the Cystic Fibrosis Foundation-Northeast Texas. Casey was a member of the Children’s Medical Trust and has worked as a mentor with the Big Brothers Big Sisters in North Texas.
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Casey currently resides in Dallas with his wife Kelly and their two children.
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