Katie Casey

Managing Director, Relationship Manager
Philadelphia, PA | USA

Katie Casey

Katie Casey is a Relationship Manager in the Multi-Family Office of BBH. In this role, she serves as the trusted advisor to private business owners, ultra-high-net-worth individuals, and their families. She provides investing, philanthropic, private banking, and wealth planning guidance.

Prior to joining the firm, Katie served in similar roles at FFT Wealth Management, Zeke Capital Advisors, and Abbot Downing. Previously, she worked on the endowment fund at the University of Pennsylvania Office of Investments.

Katie received a B.B.A. in finance from Loyala University of Maryland. She is a CFA charterholder and holds the Chartered Alternative Investment Analyst (CAIA) and Certified Financial Planner (CFP®) designations.

Recent Insights from Capital Partners

As of June 15, 2022 Internet Explorer 11 is not supported by BBH.com.