Operations Integration Lead
Casey identifies and implements operational procedures required to provide LNWM clients with seamless account management. A Chartered Financial Analyst, Casey also works directly with clients on all aspects of wealth planning. Prior to joining LNWM, Casey was Director of Operations at Filament LLC, which merged with LNWM in 2020.
Designations and Education
- Chartered Financial Analyst (CFA)
- B.A. in Economics
University of Washington