Casey is responsible for the strategic leadership and management of Waldron’s Wealth Planning Team, focusing providing a best in class financial planning experience. In addition to his management and leadership responsibilities, Casey simplifies the complexities of wealth of a select group of high net worth individuals and multi-generational families. A well-respected member of the financial planning community, he is a frequent contributor to major industry publications including Kiplinger, Financial Advisor Magazine and has appeared on CNBC’s Power Lunch. Casey is an active member of The Society of Financial Services Professionals, The Financial Planning Association and The Pittsburgh Foundation’s Young Advisor Committee.
Casey resides in Kennedy Township with his wife, Ella and daughter, Elise.
Education & Certifications
M.B.A. Carlow University B.S. Marketing, Indiana University of Pennsylvania
Certificate in Financial Planning, University of Georgia, Terry College of Business
CERTIFIED FINANCIAL PLANNER™ Professional
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