Casey D. Whalen

Casey D. Whalen, CFA, currently serves as Managing Director and Chief Investment Officer at Lazard Wealth, a role started in March 2023, focused on creating sophisticated investment portfolios and wealth planning for families. Prior to this, Casey held various leadership positions at Truvvo Partners from February 2007 to February 2023, including CEO and Chief Investment Officer, as well as Co-COO. Additional experience includes serving as Chief Investment Officer at The New York Public Library and Director of Public Investments at The Rockefeller University. Casey began a career in finance as a Senior Financial Analyst at Yale University Investments Office after obtaining a BA in Economics from Yale University in 1996. Engagements with Gen Next highlight ongoing contributions to community-focused initiatives.