Bob Casey
AeroLeads people directory · profile

Bob Casey Email & Phone Number

Consultant and content strategist with extensive experience in the ultra-high net worth segment of wealth management at Sole Proprietor
Location: Rhinebeck, New York, United States 5 work roles 4 schools
1 work email found @danvancleave.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@danvancleave.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Sole Proprietor
Role
Consultant and content strategist with extensive experience in the ultra-high net worth segment of wealth management
Location
Rhinebeck, New York, United States

Who is Bob Casey? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Bob Casey is listed as Consultant and content strategist with extensive experience in the ultra-high net worth segment of wealth management at Sole Proprietor, based in Rhinebeck, New York, United States. AeroLeads shows a work email signal at danvancleave.com and a matched LinkedIn profile for Bob Casey.

Bob Casey previously worked as Independent Consultant at Sole Proprietor and Senior Managing Director at The Family Wealth Alliance. Bob Casey holds Master Of Business Administration (Mba) from Wharton School, University Of Pennsylvania.

Company email context

Email format at Sole Proprietor

This section adds company-level context without repeating Bob Casey's masked contact details.

{first}@danvancleave.com
86% confidence

AeroLeads found 1 current-domain work email signal for Bob Casey. Compare company email patterns before reaching out.

Profile bio

About Bob Casey

Bob brings years of experience and well-honed industry insights to his work as research director, consultant, and recognized thought leader in the family office and wealth management space.

Listed skills include Editorial, Investments, Strategy, Publishing, and 13 others.

Current workplace

Bob Casey's current company

Company context helps verify the profile and gives searchers a useful next step.

Sole Proprietor
Sole Proprietor
Consultant and content strategist with extensive experience in the ultra-high net worth segment of wealth management
5 roles

Bob Casey work experience

A career timeline built from the work history available for this profile.

Independent Consultant

Current
Sole Proprietor

Redding, Connecticut, United States

Specialties include content strategy and development, design and presentation of industry research, and custom research and content projects for financial services organizations.

Jul 2019 - Present

Senior Managing Director

The Family Wealth Alliance

Rhinebeck, New York, United States

Led the Alliance's pioneering research activities covering the family wealth market, including single- and multifamily offices, and external CIO firms, producing two dozen major research reports over 13 years. Played a key role in many of the firm's consulting assignments.

Sep 2005 - Jul 2019

Founding Editor

Bloomberg Wealth Manager

Rhinebeck, New York, United States

Planned and positioned the magazine, led the launch from the editorial side, and served as top editor of the award-winning trade publication.

Jan 1998 - Sep 2005

Consultant

Editorial Consulting

New York City

Consulted for leading financial institutions, accounting firms, investment managers, and publishers. I specialized in development of startup publications and information products, as well as editing and writing projects. Clients included American Express, Vanguard Group, IDD, PriceWaterhouseCoopers, Ernst & Young, KPMG, Bloomberg LP and the AICPA.

Feb 1988 - Feb 1998

Managing Editor

American Banker

New York City

Responsible for daily news operations, supervising a worldwide staff of 50+ in five bureaus. American Banker received dozens of awards for editorial excellence during my tenure as managing editor.

Jul 1982 - Jan 1988
4 education records

Bob Casey education

FAQ

Frequently asked questions about Bob Casey

Quick answers generated from the profile data available on this page.

What company does Bob Casey work for?

Bob Casey works for Sole Proprietor.

What is Bob Casey's role at Sole Proprietor?

Bob Casey is listed as Consultant and content strategist with extensive experience in the ultra-high net worth segment of wealth management at Sole Proprietor.

What is Bob Casey's email address?

AeroLeads has found 1 work email signal at @danvancleave.com for Bob Casey at Sole Proprietor.

Where is Bob Casey based?

Bob Casey is based in Rhinebeck, New York, United States while working with Sole Proprietor.

What companies has Bob Casey worked for?

Bob Casey has worked for Sole Proprietor, The Family Wealth Alliance, Bloomberg Wealth Manager, Editorial Consulting, and American Banker.

How can I contact Bob Casey?

You can use AeroLeads to view verified contact signals for Bob Casey at Sole Proprietor, including work email, phone, and LinkedIn data when available.

What schools did Bob Casey attend?

Bob Casey holds Master Of Business Administration (Mba) from Wharton School, University Of Pennsylvania.

What skills is Bob Casey known for?

Bob Casey is listed with skills including Editorial, Investments, Strategy, Publishing, Consulting, Start Ups, Management, and Editing.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Bob Casey you were looking for.

View similar profiles