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Casey Wamsley

Principal and Senior Investment Consultant

Mercer

United States, Arizona, Scottsdale

About Me

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

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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

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