Casey joined Journey in 2014 after 16 years at BNY Mellon. She brings her extensive knowledge of sophisticated wealth management practices to the team, as well as a desire to help people make better financial decisions by fully understanding their financial situation through comprehensive financial planning and sound investment advice.
As a team leader at BNY Mellon, Casey was responsible for managing a team within the Family Office group of Wealth Management of four relationship managers who serviced approximately 25 family office relationships, including virtual family offices, single families and multiple family offices ranging in size from $150 million to $3 billion. The team is responsible for servicing the wealth management needs of ultra-high net worth clients and family offices, and their advisors. These needs include all of the administrative, fiduciary, multi-generational, accounting and tax issues for the family offices. The work involves working closely with senior-level employees of family offices, individual clients and their advisor/consultants.
- Is a CERTIFIED FINANCIAL PLANNER™ professional
- Earned the Certificate of Financial Planning from Boston University
- Has earned the Certified Trust and Financial Advisor (CTFA) certification from the ABA Graduate National Trust School at Emory University
- Is a member of the Massachusetts Financial Planning Association and the American Bankers Association
- Has extensive wealth management experience from working at BNY Mellon for 16 years
- Earned a bachelor of science in economics from Boston College
Casey lives with her husband, two boys and Great Dane in Melrose, Mass. In her free time, she enjoys running marathons, competing in triathlons and playing tennis. She has participated in many fundraising events, including 60-mile walks to help find a cure for breast cancer, as well as events to support her boy’s schools and other worthy causes. Other passions include gardening, entertaining, traveling to visit her family in Alabama and let’s not forget college football.