Director - Private & Alternative Markets - Institutional, Ria & Family Office
Current
Feb 2023 - Present
AeroLeads people directory · profile
Casey Nicholas Email & Phone Number
Director - Private & Alternative Markets - Institutional, RIA & Family Office
at
Advisors Asset Management, Inc.
1 work email found
@transamerica.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director - Private & Alternative Markets - Institutional, RIA & Family Office
Location
Greater Philadelphia, United States, United States
Company size
Who is Casey Nicholas? Overview
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Quick answer
Casey Nicholas is listed as Director - Private & Alternative Markets - Institutional, RIA & Family Office at Advisors Asset Management, Inc., a company with 256 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at transamerica.com and a matched LinkedIn profile for Casey Nicholas.
Casey Nicholas previously worked as Director, Institutional Markets - East Coast at Transamerica and Director of National Accounts at Integrity Viking Funds. Casey Nicholas holds Bachelor'S Degree from University Of Maine.
Company email context
Email format at Advisors Asset Management, Inc.
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{first}.{last}@transamerica.com
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AeroLeads found 1 current-domain work email signal for Casey Nicholas. Compare company email patterns before reaching out.
Profile bio
About Casey Nicholas
Casey Nicholas is a Director - Private & Alternative Markets - Institutional, RIA & Family Office at Advisors Asset Management, Inc.. He possess expertise in mutual funds, asset management, alternative investments, equities, equity trading and 13 more skills.
Listed skills include Mutual Funds, Asset Management, Alternative Investments, Equities, and 14 others.
Current workplace
Casey Nicholas's current company
Company context helps verify the profile and gives searchers a useful next step.
Advisors Asset Management, Inc.
8 roles
Casey Nicholas work experience
A career timeline built from the work history available for this profile.
Director, Institutional Markets - East Coast
Nov 2018 - Feb 2023
Director Of National Accounts
Integrity Viking Funds was founded in 1987 and is based in Minot, ND. Product line-up includes actively managed Mutual Funds spanning Equities, Municipal & Corporate Bonds with distribution across all channels Lead firm's initiative at Key Accounts & Strategic Partnerships across Research/Due Diligence, Product Placement, Relationship Management & Fund.
Aug 2017 - Nov 2018
Vice President, Regional Director
Access Distribution Partners, Llc
Outsourced Distribution and Marketing for Mid-Market/Boutique Asset Managers of Alternative, Liquid Alternative & Non-traditional 40-Act Mutual Funds & ETF's. Covering Family Office, RIA & Wirehouse channelsFocused on the Mid-Atlantic - PA, NJ, DE, MD, D.C., VA
Apr 2012 - Aug 2017
Internal Wholesaler
Mutual Fund distribution in the Wirehouse channelCovering: CA, IN, MI
Jan 2011 - Apr 2012
Equities Trader
Self Employed
Autonomous trading with backdrop of team environment utilizing self-designed models for manual and automated trading of Listed and Nasdaq equities
Nov 2003 - Dec 2010
Sep 2002 - Oct 2003
Sep 1999 - Aug 2002
Team & coworkers
Colleagues at Advisors Asset Management, Inc.
Other employees you can reach at aamlive.com. View company contacts for 256 employees →
SS
Shawn Shepherd
Colleague at Advisors Asset Management, Inc.Overland Park, Kansas, United States, United States
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JS
Jason Stewart, Cima
Colleague at Advisors Asset Management, Inc.San Francisco Bay Area, United States
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CB
Cesar Barahona
Colleague at Advisors Asset Management, Inc.Beverly Hills, California, United States, United States
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SC
Scott Colyer
Colleague at Advisors Asset Management, Inc.Monument, Colorado, United States, United States
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GR
Gina Rogers
Colleague at Advisors Asset Management, Inc.San Antonio, Texas, United States, United States
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AK
Antone Klecha
Colleague at Advisors Asset Management, Inc.Warren, Ohio, United States, United States
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EH
Evan Harte
Colleague at Advisors Asset Management, Inc.Tampa, Florida, United States, United States
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RV
Rachel Volz
Colleague at Advisors Asset Management, Inc.Colorado Springs, Colorado, United States, United States
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JB
Jonah Beauduy
Colleague at Advisors Asset Management, Inc.Chicago, Illinois, United States, United States
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MG
Michele Guerra
Colleague at Advisors Asset Management, Inc.Boerne, Texas, United States, United States
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Shawn Shepherd
Colleague at Advisors Asset Management, Inc.Overland Park, Kansas, United States, United States
View →
JS
Jason Stewart, Cima
Colleague at Advisors Asset Management, Inc.San Francisco Bay Area, United States
View →
CB
Cesar Barahona
Colleague at Advisors Asset Management, Inc.Beverly Hills, California, United States, United States
View →
SC
Scott Colyer
Colleague at Advisors Asset Management, Inc.Monument, Colorado, United States, United States
View →
GR
Gina Rogers
Colleague at Advisors Asset Management, Inc.San Antonio, Texas, United States, United States
View →
AK
Antone Klecha
Colleague at Advisors Asset Management, Inc.Warren, Ohio, United States, United States
View →
EH
Evan Harte
Colleague at Advisors Asset Management, Inc.Tampa, Florida, United States, United States
View →
RV
Rachel Volz
Colleague at Advisors Asset Management, Inc.Colorado Springs, Colorado, United States, United States
View →
JB
Jonah Beauduy
Colleague at Advisors Asset Management, Inc.Chicago, Illinois, United States, United States
View →
MG
Michele Guerra
Colleague at Advisors Asset Management, Inc.Boerne, Texas, United States, United States
View →
2 education records
Casey Nicholas education
Bachelor'S Degree
Education record
FAQ
Frequently asked questions about Casey Nicholas
Quick answers generated from the profile data available on this page.
What company does Casey Nicholas work for?
Casey Nicholas works for Advisors Asset Management, Inc..
What is Casey Nicholas's role at Advisors Asset Management, Inc.?
Casey Nicholas is listed as Director - Private & Alternative Markets - Institutional, RIA & Family Office at Advisors Asset Management, Inc..
What is Casey Nicholas's email address?
AeroLeads has found 1 work email signal at @transamerica.com for Casey Nicholas at Advisors Asset Management, Inc..
Where is Casey Nicholas based?
Casey Nicholas is based in Greater Philadelphia, United States, United States while working with Advisors Asset Management, Inc..
What companies has Casey Nicholas worked for?
Casey Nicholas has worked for Advisors Asset Management, Inc., Transamerica, Integrity Viking Funds, Access Distribution Partners, Llc, and The Hartford Mutual Funds.
Who are Casey Nicholas's colleagues at Advisors Asset Management, Inc.?
Casey Nicholas's colleagues at Advisors Asset Management, Inc. include Shawn Shepherd, Jason Stewart, Cima, Cesar Barahona, Scott Colyer, and Gina Rogers.
How can I contact Casey Nicholas?
You can use AeroLeads to view verified contact signals for Casey Nicholas at Advisors Asset Management, Inc., including work email, phone, and LinkedIn data when available.
What schools did Casey Nicholas attend?
Casey Nicholas holds Bachelor'S Degree from University Of Maine.
What skills is Casey Nicholas known for?
Casey Nicholas is listed with skills including Mutual Funds, Asset Management, Alternative Investments, Equities, Equity Trading, Hedge Funds, Portfolio Management, and Financial Services.
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