Casey is a Partner and Chief Planning Officer of Waldron Private Wealth, responsible for the strategic leadership of Waldron’s Wealth Planning Team, striving to provide a best-in-class financial planning experience.
For more than 15 years, he has been helping entrepreneurs and their families simplify their financial lives. After graduating with a marketing degree from Indiana University of Pennsylvania, Casey earned a Master of Business Administration degree from Carlow University. Casey is a CERTIFIED FINANCIAL PLANNER™ certificant.
Casey is a nationally recognized contributor to major industry publications including Kiplinger and Financial Advisor Magazine and has appeared on CNBC’s Power Lunch.
Prior to joining Waldron in 2014, Casey served at a dedicated financial planner at PNC and MetLife where he was responsible for creating financial plans and training financial advisors on a consultative planning process.
Outside the office, Casey is on the Board of Directors of The Society of Financial Services Professionals, An active member of The Financial Planning Association and The Pittsburgh Foundation’s Young Advisor Committee. Casey, his wife Ella, and two daughters Elsie and Remi make their home in Robinson Township, PA.