Experience & Expertise
Casey is a Financial Associate in the firm’s Institutional Client Group. He supports advisors and provides institutional clients exceptional service through executing quarterly reporting, vendor management, and other ad hoc responsibilities. A recent graduate from Towson, Casey was very involved in academics, athletics and completed three internships before his arrival to Greenspring.
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.”