Katie Casey is a Relationship Manager in the Philadelphia Multi-Family Office of BBH, where she advises private business owners, ultra-high-net-worth (UHNW) individuals, and multigenerational families. She provides integrated guidance across investment strategy, wealth planning, philanthropy, and private banking.

Prior to joining the firm, she was a Managing Director at Forbes Family Trust where she led portfolio management, risk oversight, and manager due diligence and served as a senior member of the investment team. She also held investment leadership roles at Zeke Capital Advisors and Abbot Downing (Wells Fargo’s former family office), where she advised UHNW clients on complex portfolios, manager selection, and investment strategy. At Abbot Downing, she served on the Asset Allocation Committee, Equity Strategy Committee, and FactSet Committee. Katie also held investment roles at the University of Pennsylvania Office of Investments, Turner Investments, and Cohen & Company. She began her career at Citigroup on the Institutional Equity Sales Desk.

Katie received a B.S. in finance from Loyola University Maryland. She is a CFA charterholder and Chartered Alternative Investment Analyst (CAIA), and is a member of the CFA Society of Philadelphia and the CAIA Association of Pennsylvania. She is also a Certified Financial Planner (CFP®).