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
Maggie Mueller
Senior Investment Analyst, Equities
David Hyman
Partner, Head of Client Services, Financial Intermediary Practice
Preet Prashar
Principal
Nolan O'Neill
Principal, Head of U.S. Fixed Income Manager Research, Mercer Investment Consulting
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc