AMBITION Mentor 

Casey is the CEO and Chief Investment Officer of Truvvo and is a member of the Investment Committee. She is a founding member of the firm. Following a decades long career in the institutional world at some of the nation’s top endowment investment offices, she is proud of the strong, differentiated team at Truvvo. She believes deeply in alignment with clients and investments, and in providing the benefits, resources, and skill sets from the institutional world to Truvvo’s clients.

Casey began her investment career at the Yale University Investments Office and then went on to work for one of Yale’s real estate investment managers, Brookdale Realty, based in Atlanta. After time as Director of Public Investments for The Rockefeller University, Casey joined The New York Public Library as their Chief Investment Officer, prior to joining Truvvo.

Casey is a graduate of Yale University (B.A.) and is a board member and Treasurer of the Yale Swimming and Diving Association. She is a CFA Charterholder and member of the New York Society of Security Analysts. Casey serves on the Investment Committee of the Rockefeller Family Fund and is a member and board member of the New York City chapter of Gen Next.