Independent Consultant
CurrentSpecialties include content strategy and development, design and presentation of industry research, and custom research and content projects for financial services organizations.
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@danvancleave.com
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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.
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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.
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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.
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.
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.
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.
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.
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Bob Casey works for 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.
AeroLeads has found 1 work email signal at @danvancleave.com for Bob Casey at Sole Proprietor.
Bob Casey is based in Rhinebeck, New York, United States while working with Sole Proprietor.
Bob Casey has worked for Sole Proprietor, The Family Wealth Alliance, Bloomberg Wealth Manager, Editorial Consulting, and American Banker.
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Bob Casey holds Master Of Business Administration (Mba) from Wharton School, University Of Pennsylvania.
Bob Casey is listed with skills including Editorial, Investments, Strategy, Publishing, Consulting, Start Ups, Management, and Editing.
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