Experience & Expertise
Casey is a Relationship Manager in the firm’s Institutional Client Group. He supports our institutional clients through the client onboarding process, plan conversions, vendor management, creating and maintaining each clients’ fiduciary dashboard, preparing plan reviews and quarterly reporting, providing investment advice and education to participants, and assisting with meeting minutes and follow-up items. A graduate from Towson, Casey was very involved in academics, athletics and completed three internships before his arrival to 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 still having a friendly, relationship building/maintaining conversation. When necessary, I strive to educate clients and help them understand, rather than just complete what needs to be done.”