Katie Casey joined FFT Wealth Management in 2023 with more than 20 years of experience in the financial industry. As Managing Director at FFT, a multi-family office with $23B in assets under advisement, Katie is responsible for portfolio management, risk management and manager due diligence. She engages with ultra-high net worth individuals and families to develop customized investment portfolios based on each client’s unique objectives. She is a senior member of the investment team responsible for manager due diligence and sourcing for alternative investments.
Prior to joining FFT, Katie served in similar roles at Zeke Capital Advisors and Abbot Downing, Wells Fargo’s family office. There she supported the investment needs of ultra-high net worth clients including portfolio management, asset allocation and manager selection. Prior to that she worked on the endowment fund at the University of Pennsylvania where she supported the CIO. Earlier in her career Katie gained experience in various institutional investment roles at Turner Investments, Cohen & Company and Citigroup. She has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Philadelphia. She is also a Chartered Alternative Investment Analyst (CAIA) and a member of the CAIA Association Pennsylvania where she serves as a Chapter Executive. She holds a bachelor’s degree in finance from Loyola University Maryland.