Patrick Casserly

Background

About Patrick Casserly

Patrick Casserly is the Vice President of Corporate Retirement Plans at Sapers & Wallack, bringing over 15 years of experience in financial services. With a deep expertise in retirement planning, Patrick is dedicated to helping corporate clients design and manage effective, compliant, and high-performing retirement plans. Before joining Sapers & Wallack, Patrick served as a retirement plan advisor, where he built and maintained long-term relationships with corporate clients, advising on plan design, investment strategies, fiduciary governance, and product solutions. Earlier in his career, he held key roles in investment sales, asset management, and relationship management at a leading national financial institution, giving him a well-rounded perspective on the industry. Patrick holds a Bachelor’s degree from the University of Massachusetts, Amherst and an MBA from Boston University. He is a Certified Plan Fiduciary Advisor (CPFA) and maintains his Series 7, 63, & 65 licenses. Additionally, he is a Professional Paralegal (PP) and is Lean Six Sigma Green Belt (ICGB) certified, reflecting his commitment to excellence and operational efficiency. Residing in Brookline, MA, Patrick enjoys spending his free time outdoors with family and friends. An avid camper, he loves exploring New England’s beaches and mountains, often towing his travel trailer for new adventures.