Casey Ross

Business Analyst


As Business Analyst, Casey supports the business development team with all sales and portfolio management initiatives including investor acquisition, capital raise efforts, and sales efforts. He is responsible for research, database management, relationship management, and material coordination.

Previous Role

Charles Schwab, Investor Services Apprentice

Education, Credentials, and Memberships

  • MBA, Dartmouth College Creighton University


Casey’s two main activities outside of work are tennis and golf. He also explores different recipes in the kitchen.

My goal each day is to support the team efficiently and make a positive impact on my colleagues.