CoverProfile

Casey P. Mcliney

Managing Director

Westward Investment Advisory LLC

United States, Kansas, Shawnee

About Me

Casey has over twenty years of experience in financial services. He began his career working with community banks in a variety of capacities and has held management roles including Vice President, Director, and Chairman of the Board. Casey has over seventeen years of capital markets experience working with institutional and individual investors on portfolio management, security analysis, and asset/liability management. He also has significant experience as a senior manager for a registered broker/dealer. Casey is a co-founder of Westward Investment Advisory. Casey earned a BGS degree from the University of Kansas and is an active member of the Kansas Bankers Association, the Missouri Bank

View more

Profile Information

Managing Director

Westward Investment Advisory LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Shawnee

Kansas

United States

Jan 12, 2025

More profiles to browse

Profile Photo
Dale Pfeifer
Vice President
Profile Photo
James Holcomb
CEO, Managing Director
RM
Ryan McLaughlin
Investment Advisor

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management