Casey Tenney

Investment Officer at Coastline Trust

Role: Investment Officer at Coastline Trust Company
Location: Providence, RI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Casey Tenney

Casey Tenney is a Portfolio Manager in the Financial Services industry. In his role, he manages investment portfolios for high net worth clients. Most notably, Casey’s expertise includes developing and implementing customized investment solutions tailored to client’s specific needs with a focus on asset allocation, security selection, portfolio optimization and financial planning.Casey graduated from Providence College in 2016 with a Master of Business Administration degree. He also graduated from Providence College in 2014 with a Bachelor of Science degree in finance. Casey is a Certified Financial Planner (CFP®) and is based in Boston, MA.

Experience

Investment Officer
Coastline Trust Company
Jul 2021 — Present · Providence, RI, US
Manage investment portfolios for high net worth individuals- Actively engage clients and conduct meetings to review investment performance and client goals- Develop and implement customized investment solutions tailored to client’s specific needs, constraints and suitability with a focus on asset allocation, security selection, portfolio optimization and financial planning

Education

Providence College
Bachelor of Science in Finance
2010 — 2014
Providence College
Master of Business Administration (M.B.A.)
2014 — 2016

Contact information

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Work email
•••••@coastlinetrust.com
Personal email
•••••@•••••.com
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Current company

Coastline Trust Company

Investment Management · 14 employees · Founded 2004 · Providence, Rhode Island, United States

Coastline Trust Company is a boutique trust and investment company based in Providence, RI with clients spread out across the country and in Europe. We are responsible for assets totaling over $1.8 billion dollars comprised primarily of fixed income and equity investments. Our goal is to provide clients with exceptional service and to assist them in meeting their financial objectives. We endeavor to make things as simple and as convenient as possible. A team of professionals comprised of three investment officers, a senior trust officer, and a highly competent administrative support staff work to move you closer to your goals. We provide comprehensive wealth management services including: Investment Counseling Retirement Planning Trust & Estate Services College Funding Planning Financial Planning Custodial and Bill Paying Services

coastlinetrust.com

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