Casey Marsh, Cfp® Email & Phone Number

I am a Private Wealth Advisor and the cofounder of Executive Wealth Partners, a UBS Private Wealth team. Our team understands highly successful families. We strive to be the trusting source of advice, knowledge and stewardship in helping to define and build legacies. Within the exclusive Private Wealth Management division of UBS, we access the full scope of the firm's institutional, asset management and wealth management resources on behalf of our clients. Managing significant wealth can be complex. It takes insight and clarity. We sweat the details and simplify our clients’ lives by anticipating their needs and providing proactive advice and service. Whether our client is an executive, business owner, or entrepreneur, we leverage our experience in knowing what questions to ask to understand goals, vision, and purpose of our clients. We work diligently to build strong, long-term relationships while creating positive outcomes for our clients. I bring extensive experience to my current role and have leveraged that in building a strong team. Previously, I was a Private Wealth Advisor in Merrill’s private wealth management division and led Morgan Stanley Smith Barney’s corporate executive services group in New York, NY. Throughout my career, I have specialized in advising C-suite public and private company executives, helping them to better manage their concentrated equity exposure. I was born and raised in Cincinnati and reside here with my family. My wife and I love the small city feel of Cincinnati and enjoy cheering for our local sports teams with our two young boys. I graduated from Denison University with a major in economics and a minor in chemistry. I am grateful to serve on the board of directors for the Urban League of Greater Southwestern Ohio and Denison's advisory board to the president./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Executive Compensation Management, Portfolio Management, and Wealth Management Strategies.

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  Yale School Of Management

  Executive Education