Senior investment professional focused on driving key value through a combination of deep investment research, institutional consulting, and business development skills. Over 30 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 C

Casey Wamsley
Principal and Senior Investment Consultant
Mercer
United States, Arizona, Scottsdale
About Me
Profile Information
Principal and Senior Investment Consultant
Mercer
Investment Team
Investor
Consultant
Scottsdale
Arizona
United States
Jan 23, 2025
Work Experience
Mercer
Principal and Senior Investment Consultant Aug 2019 - Present
Email: casey.wamsley@mercer.com
More profiles to browse
MP
Matthew Parlengas
Principal, Portfolio Manager
JL
Jack Liu
Principal, Manager Research Consultant
DD
Daniela Doria
Principal
Lucy Tusa
Investment Consultant, Director, Partner
You Might Like
RD
Russ Degitz
Principal
Huntington University
PM
Prtima MISHRA1
Software Engineer
PA TEST
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank