Casey Wamsley

Principal and Senior Investment Consultant

Casey is a Principal and Senior Investment Consultant in the Phoenix office of Mercer’s Wealth Business. Casey has over 25 years of experience working with a broad range of financial institutions and institutional investors focusing on financial intermediary and multi-family office clients. His work with these clients includes; asset allocation, portfolio construction, investment manager evaluation, selection and monitoring, and creating multi-manager portfolios. He is a member of Mercer’s Internal Wealth Management Strategic Research Team and a voting member of the Wealth Management Investment Committee. Casey is a frequent speaker at national industry conferences and events, addressing a wide variety of topics. Prior to Mercer, Casey was Senior Vice President at Infinity Capital Partners specializing in alternative investments with advisor firms, family offices and institutions. He has also held leadership roles at notable investment firms focused on asset allocation, manager research, and portfolio construction. Casey graduated from Southern Methodist University in Dallas, TX with a BBA in finance from the Cox School of Business.

Talks About
#mutualfunds #investmentadvisory

Preferred Locations
#NorthAmerica