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Casey Wilson Email & Phone Number
Managing Principal, Head of Capital Formation
at
Loci Capital
1 work email found
@citi.com
3 phones found area 525 and 732
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Principal, Head of Capital Formation
Location
New York, United States
Company size
Who is Casey Wilson? Overview
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Quick answer
Casey Wilson is listed as Managing Principal, Head of Capital Formation at Loci Capital, a with 8 employees, based in New York, United States. AeroLeads shows a work email signal at citi.com, phone signal with area code 525, 732, and a matched LinkedIn profile for Casey Wilson.
Casey Wilson previously worked as Managing Principal, Head of Investor Relations at Loci Capital and Vice President, Product Development & Investor Relations at Trinity Investments. Casey Wilson holds Mba, Finance from University Of Notre Dame - Mendoza College Of Business.
Company email context
Email format at Loci Capital
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{first}.{last}@citi.com
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AeroLeads found 1 current-domain work email signal for Casey Wilson. Compare company email patterns before reaching out.
Profile bio
About Casey Wilson
Leadership professional with expertise across the alternative investment space. Responsible for raising over $5.2 billion of LP capital commitments from institutional and UHNW investors across Real Estate, Private Equity, and Venture Capital opportunities in the U.S. and Asia. Former Real Estate investment banker with experience executing over $20.7 billion of of capital markets and M&A transactions in North America. Results oriented with a track record of implementing change to increase efficiency in an entrepreneurial environment. A self-starter, creative thinker, with the ability to quickly learn new concepts and processes necessary to perform at a high level. Excellent communication skills with experience presenting to stakeholders, both internal and external.
Listed skills include Leadership, Banking, Fixed Income, Corporate Finance, and 23 others.
Current workplace
Casey Wilson's current company
Company context helps verify the profile and gives searchers a useful next step.
Loci Capital
11 roles
Casey Wilson work experience
A career timeline built from the work history available for this profile.
Managing Principal, Head Of Investor Relations
CurrentResponsible for fund structuring, distribution, and investor relations at Loci Capital. Focused on expanding Loci Capital's partnerships by bringing new investment opportunities and products to limited partners and strategic co-investors around the world.
Aug 2022 - Present
Vice President, Product Development & Investor Relations
Focused on managing existing investor relationships and developing new investment products to provide access to Trinity's world class investment team for sophisticated institutional and retail investors around the world.
May 2021 - Aug 2022
Senior Vice President
Citi
I am responsible for the sourcing, structuring and marketing of Private Equity and Real Estate opportunities for eligible clients of Citi Private Bank. I work on a global team and while my direct responsibility in terms of sourcing, conducting diligence and on-boarding opportunities is specific to the Asia Pacific region, I am also responsible for the review, approval and marketing of opportunities sourced by my colleagues in EMEA and North America. Our team's expertise lies in our ability to create bespoke structuring solutions that fit the unique needs of our ultra high net worth clients, whether that be in the form of Funds, Separately Managed Accounts, Joint Ventures, Co-investments or Clubs. As a result, our offerings are almost always only accessible through the Citi Private Bank platform.
Jan 2018 - May 2021
Vice President
Citi
Source, structure and distribute Asia Pacific focused Private Equity and Real Estate opportunities (e.g. Funds, Clubs, Co-investments, JVs) to clients of Citi's Global Private Bank.
Oct 2015 - Jan 2018
Jun 2014 - Oct 2015
Associate
American Realty Capital
Focus on acquisitions and investment banking functions.
Nov 2013 - Jun 2014
Jul 2010 - Apr 2013
Assistant Project Manager
- Responsible for project management client presentations - Responsible for LEED consulting efforts- Worked on architectural documentation for large office buildings and retail stores.- Responsible for selection of sub-contractors - Responsible for architectural design of current company headquarters in Rockaway, NJ.- Responsible for material and appliance specification.- Responsible for coordination among trades. - Responsible for cost cutting measures for various retail clients.
Dec 2007 - Jul 2008
Residential Project Manager
Asa Architectural Design
New Home Design & Existing AdditionsClient Presentations On-site architectural documentationRetail Store (Anne Taylor) Detailing and Re-DesignTownship submission of permitting & legal documentation
Sep 2007 - Dec 2007
Architectural Cad Associate
K.Hovnanian Homes
- Responsible for building information modeling- Responsible for coordinating architectural documents with field operations- Responsible for attaining permitting and town approvals.- Responsible for acceptance or rejection of structural designs
May 2006 - Aug 2007
3 education records
Casey Wilson education
Mba, Finance
University Of Notre Dame - Mendoza College Of Business
Bachelor Of Architecture, Architecture
New Jersey Institute Of Technology
Education record
Manalapan High School
FAQ
Frequently asked questions about Casey Wilson
Quick answers generated from the profile data available on this page.
What company does Casey Wilson work for?
Casey Wilson works for Loci Capital.
What is Casey Wilson's role at Loci Capital?
Casey Wilson is listed as Managing Principal, Head of Capital Formation at Loci Capital.
What is Casey Wilson's email address?
AeroLeads has found 1 work email signal at @citi.com for Casey Wilson at Loci Capital.
What is Casey Wilson's phone number?
AeroLeads has found 3 phone signal(s) with area code 525, 732 for Casey Wilson at Loci Capital.
Where is Casey Wilson based?
Casey Wilson is based in New York, United States while working with Loci Capital.
What companies has Casey Wilson worked for?
Casey Wilson has worked for Loci Capital, Trinity Investments, Citi, Barclays Investment Bank, and American Realty Capital.
Who are Casey Wilson's colleagues at Loci Capital?
Casey Wilson's colleagues at Loci Capital include Garrett Francis and Damien Greenwood.
How can I contact Casey Wilson?
You can use AeroLeads to view verified contact signals for Casey Wilson at Loci Capital, including work email, phone, and LinkedIn data when available.
What schools did Casey Wilson attend?
Casey Wilson holds Mba, Finance from University Of Notre Dame - Mendoza College Of Business.
What skills is Casey Wilson known for?
Casey Wilson is listed with skills including Leadership, Banking, Fixed Income, Corporate Finance, Valuation, Portfolio Management, Financial Modeling, and Capital Markets.
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