Ryan Casey
UHNW Portfolio Strategist, Director at Merrill Lynch
- Role
- Ultra High Net Worth Portfolio Strategist, Director at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Ryan Casey
Ryan Casey is a Portfolio Strategist and is responsible for providing comprehensive wealth management and investment strategies and insights from the Chief Investment Office to Merrill Lynch Financial Advisors in the Texas Region. Ryan\'s eighteen years of experience with Merrill Lynch have given him fundamental exposure to several areas of the firm to be able to leverage different solutions for client needs in both retail and ultra high net worth segments.Prior to his role as the Portfolio Strategist, Ryan spent eight years working as a Wealth Management Specialist for the Greater Texas Division, and also was an analyst for the Merrill Lynch Insurance Group.Ryan graduated from Providence College in 2006, with a Bachelor of Science degree in Finance and concentrations in Management and Western Civilization.
Experience
Ultra High Net Worth Portfolio Strategist, Director
Jan 2025 — Present · Houston, TX, US
Education
Providence College
Bachelor of Science (B.S.), Finance
2002 — 2006
Skills
- Wealth Management
- Asset Allocation
- Mutual Funds
- Series 63
- Investment Strategies
- Series 7
- Investment Advisory
- Fixed Income
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.