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Will Casey
Grundare på
Access Investment Advisors, Inc.
Profil
Mr. William R.
Casey is a President at Access Investment Advisors, Inc. He is on the Board of Directors at Franciscan Sisters of Christian Charity Sponsored Ministries.
He has over 25 years of experience in the areas of financial planning and asset management.
He is responsible for compliance, strategic planning, and global asset management decisions for Access, as well as serving clients of the firm.
Prior to forming Access, he spent 11 years with North Star Resource Group, one of the largest privately held financial planning firms in the country.
Before returning to Wisconsin in 1995 he managed the Phoenix Arizona office for the firm.
He also spent 2 years with a New York Stock Exchange firm, The Chicago Corporation, in Chicago Illinois, establishing its financial planning department.
In addition, Mr. Casey was previously employed as President by Big Brothers Big Sisters International and Chairman by Holy Family Memorial, Inc.
Mr. Casey graduated from the University of Wisconsin – Madison with a Bachelor’s degree in Business Administration.
Aktiva positioner av Will Casey
| Företag | Position | Start |
|---|---|---|
Access Investment Advisors, Inc.
 Access Investment Advisors, Inc. Investment ManagersFinance Access develops an investment strategy for their clients based on each client's unique investment goals and risk tolerance. The primary investment strategy they use for their clients is strategic asset allocation. The firm builds a diversified portfolio of investments and then adds additional investments around this diversified core portfolio to further reduce the risk of the portfolio, or to take advantage of investment opportunities. Core investments may contain actively managed mutual funds, passively managed index and/or exchange traded funds, individual stocks and/or bonds, or separately managed accounts. | Grundare | 1995-01-01 |
Franciscan Sisters of Christian Charity Sponsored Ministries
 Franciscan Sisters of Christian Charity Sponsored Ministries Miscellaneous Commercial ServicesCommercial Services Operates as a religious organization | Direktör/Styrelseledamot | - |
Tidigare kända positioner av Will Casey
| Företag | Position | Slut |
|---|---|---|
Big Brothers Big Sisters International
 Big Brothers Big Sisters International Big Brothers Big Sisters International is a non-profit company based in Philadelphia, PA and has subsidiaries in Canada, Puerto Rico and the United States. | President | - |
The Chicago Corp.
 The Chicago Corp. Regional BanksFinance Operates as an investment banking firm that provides advisory services | Företagsledare/Principal | - |
North Star Resource Group, Inc.
 North Star Resource Group, Inc. Investment ManagersFinance Offers securities and investment advisory services | Företagsledare/Principal | - |
New York Stock Exchange, Inc.
 New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market | Företagsledare/Principal | - |
Holy Family Memorial, Inc.
 Holy Family Memorial, Inc. Hospital/Nursing ManagementHealth Services Provides healthcare services | Ordförande | - |
Will Caseys utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
92
Första gradens relationer
8
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 8 |
|---|---|
New York Stock Exchange, Inc.
New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market | Finance |
Access Investment Advisors, Inc.
Access Investment Advisors, Inc. Investment ManagersFinance Access develops an investment strategy for their clients based on each client's unique investment goals and risk tolerance. The primary investment strategy they use for their clients is strategic asset allocation. The firm builds a diversified portfolio of investments and then adds additional investments around this diversified core portfolio to further reduce the risk of the portfolio, or to take advantage of investment opportunities. Core investments may contain actively managed mutual funds, passively managed index and/or exchange traded funds, individual stocks and/or bonds, or separately managed accounts. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Big Brothers Big Sisters International
Big Brothers Big Sisters International Big Brothers Big Sisters International is a non-profit company based in Philadelphia, PA and has subsidiaries in Canada, Puerto Rico and the United States. | |
North Star Resource Group, Inc.
North Star Resource Group, Inc. Investment ManagersFinance Offers securities and investment advisory services | Finance |
Holy Family Memorial, Inc.
Holy Family Memorial, Inc. Hospital/Nursing ManagementHealth Services Provides healthcare services | Health Services |
The Chicago Corp.
The Chicago Corp. Regional BanksFinance Operates as an investment banking firm that provides advisory services | Finance |
Franciscan Sisters of Christian Charity Sponsored Ministries
Franciscan Sisters of Christian Charity Sponsored Ministries Miscellaneous Commercial ServicesCommercial Services Operates as a religious organization | Commercial Services |
