Experience & Expertise

Casey is a Relationship Manager in the firm’s Institutional Client Group. He supports our institutional clients by assisting with the onboarding process, plan conversions, and vendor management. He creates and maintains each client’s fiduciary dashboard, prepares plan reviews and quarterly reporting, provides investment advice and education to participants, and assists with meeting minutes and follow-up items. A graduate of Towson University, Casey was actively involved in both academics and athletics during his time there, and he completed three internships before joining Greenspring as a Financial Associate in 2021.

Get Better Acquainted With Casey

Favorite Thing About Working With Clients

“I am passionate about building lasting relationships with clients and going above and beyond to ensure their needs are fulfilled.”

My Philosophy On Client Service

“My goal for every client interaction is to be highly efficient while maintaining a friendly, relationship-building conversation. I strive to educate clients and help them understand, rather than just completing the necessary tasks.”