Katie Casey
Managing Director at Brown Brothers Harriman
Based in Philadelphia, United States
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Seniority
Director
Department
General Business & Management
Location
Philadelphia
Industry
Financial Services
Company size
6.7K
Contact information
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k•••••••@bbh.com
Phone
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Background
About Katie Casey
With over 20 years of industry experience, Katie has spent the past 13 years engaging with ultra-high net worth individuals and families to develop customized investment portfolios based on each client’s unique objectives. Her expertise is in the UHNW segment managing complex portfolios and relationships ($50mm+ investable assets) on a discretionary basis. Katie is responsible for portfolio management, risk management, portfolio construction and manager due diligence and sourcing for alternative investments. She is a voting member of the Investment Committee responsible for strategic and tactical asset allocation and the Manager Selection Committee. She earned her CFA and CAIA charters and serves as a Chapter Executive for CAIA.
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