Casey Wamsley
Verified
Senior investment professional focused on driving key value through a combination of deep investment research, institutional consulting, and business development skills. Over twenty years of accomplishments in the full spectrum of financial markets. Highly experienced in alternative, equity, and fixed income markets for client portfolio construction.
Experienced working with large registered investment advisory clients; including endowments/foundations and qualified/non-qualified plan investment. True believer in educational based, solution oriented approach.
Specialties:
- Alternative Investments
- Manager Due Diligence
- Portfolio Construction
- RIA Relationship Management
- Institutional Consulting
- Institutional Business Development