Pathstone
Kevin Casey has a diverse work experience in corporate development, strategy, financial services, and management consulting. Kevin is currently working as the Director of Corporate Development & Strategy at Pathstone, starting in July 2022. Prior to this, they worked at Focus Financial Partners as Vice President from December 2020 to July 2022, as Senior Associate from September 2019 to December 2020, and as Associate from March 2018 to September 2019. Before that, they worked at Booz Allen Hamilton as an Associate from July 2017 to March 2018 and as a Senior Management Consultant from July 2015 to July 2017. Kevin's earlier experience includes an internship at Fannie Mae as a Financial Economist Intern, where they contributed to predicting loan performance and tracking historical loan modification programs.
Kevin Casey attended Bishop Eustace Prep School for an unspecified duration. Following this, they pursued a Bachelor of Arts degree in Economics at Lafayette College from 2009 to 2013. Subsequently, they obtained a Master's degree in Public Policy Analysis from William & Mary between 2013 and 2015.
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Pathstone
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Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com