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Katie Casey
Director at Zeke Capital Advisors, LLC
Katie Casey, CFA, CAIA, CFP®️
Katie Casey is a Managing Director at FFT Wealth Management, a multi-family office with $23B in assets under advisement.12 In her role, she is responsible for portfolio management, risk management and manager due diligence.12 She engages with ultra-high net worth individuals and families to develop customized investment portfolios based on each client's unique objectives.12
Prior to joining FFT in 2023, Katie served in similar roles at Zeke Capital Advisors and Abbot Downing, Wells Fargo's family office.12 At Zeke Capital Advisors, she was a Director and Client Portfolio Manager from April 2019 to December 2022.345 She specialized in client portfolio management and investment guidance.
Earlier in her career, Katie worked on the endowment fund at the University of Pennsylvania, supporting the CIO.12 She also gained experience in various institutional investment roles at Turner Investments, Cohen & Company and Citigroup.12
Katie has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Philadelphia.12 She is also a Chartered Alternative Investment Analyst (CAIA) and a member of the CAIA Association Pennsylvania where she serves as a Chapter Executive.12 Additionally, she holds a Certified Financial Planner (CFP®️) certification.3
Katie graduated with a bachelor's degree in finance from Loyola University Maryland.12 Her LinkedIn username is katie-casey-cfa-caia-4700436.3
