Kristen Caseley

Kristen Caseley is an experienced finance professional currently serving as Vice President of Wealth Strategies at Altium Wealth since October 2024. Prior to this role, Kristen held various advisory positions at AdvicePeriod from July 2020 to October 2024 and at Via Global Advisors from January 2018 to July 2020. Kristen also worked as a financial advisor at Lake Street Advisors from January 2014 to May 2016 and was a Jr Advisor at the same company from January 2010 to May 2012. Kristen began a career in finance as a Performance Analyst Team Leader at Prime Buchholz LLC from June 2006 to July 2008. Kristen holds a Bachelor of Business Administration with concentrations in Finance and Sociology from Bryant University, earned in May 2005.