Wiza logo
Wiza logo
Get a demo
Get started for free

Katie Casey - Email & Phone Number

Managing Director, Portfolio Manager at Forbes Family Trust

Katie Casey is based out of Greater Philadelphia and works at Forbes Family Trust as Managing Director, Portfolio Manager.

Katie Casey's Contact Information

Katie Casey's Work email
k*****@forbes***.com
Valid
Latest update
October 29, 2025
Location
Greater Philadelphia

Katie's current employer

Forbes Family Trust logo

Forbes Family Trust

Description
Serving members of the world's most prominent families. Our goal is to help you live fully and provide for future generations through inv...
HQ Location
New York, New York, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Katie Casey

What company is Katie Casey working for?
Katie Casey works for Forbes Family Trust.
What is Katie Casey's function at Forbes Family Trust?
Katie Casey is Managing Director, Portfolio Manager at Forbes Family Trust.
Where is Katie Casey based?
Katie Casey is based out of Greater Philadelphia.
What is Katie Casey's work email address?
Katie Casey's professional email address is k*****@forbes***.com
Who are Katie Casey's co-workers?
Katie Casey's colleagues are Keith Bloomfield, John Tassone, Maria Leon, James McGrath, Jacob Metro, Elliott Barker, Thomas LaFauci, Ragnar Gearhart, Andrew Mehalko, Sean Boner.
Find anyone's contact info.
Get 20 free email reveals

Katie's co-workers

Keith Bloomfield avatar
Keith Bloomfield
Founding Partner & CEO
John Tassone avatar
John Tassone
Director, Investments
Maria Leon avatar
Maria Leon
Director, Advisory Services
James McGrath avatar
James McGrath
Co-Chief Investment Officer
Jacob Metro avatar
Jacob Metro
Portfolio Advisor
Elliott Barker avatar
Elliott Barker
Investment Analyst
Thomas LaFauci avatar
Thomas LaFauci
Portfolio Manager
Ragnar Gearhart avatar
Ragnar Gearhart
Chief Compliance Officer
Andrew Mehalko avatar
Andrew Mehalko
Partner & Co-CIO
Sean Boner avatar
Sean Boner
Investment Analyst
Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.