Max Casey Email & Phone Number

I currently work within the Research division of E&P, specialising in portfolio construction and asset allocation, having initially joined the business in 2014. I work alongside the Group Chief Investment Officer who is responsible for setting and maintaining the firm’s strategic and tactical asset allocations, as well as conducting in depth fundamental research across a range of asset classes, and formulating and communicating investment strategies to Private and Institutional clients.Prior to commencing my current role I was a Manager within the Private Wealth division of the Group where I assisted in procuring and executing investment strategies and conducting product research by leveraging off a broad understanding of the macroeconomic environment and fundamental and technical drivers of financial markets.I have a Masters of Banking and Finance and a Bachelor of Business Law from Monash University.

Listed skills include Corporate Finance, Financial Modeling, Portfolio Management, Business Valuation, and 16 others.