Casey Boyan is a Client Associate and Investment Advisor Analyst in the Rockefeller Global Family Office. Casey works closely with multiple Managing Directors to provide comprehensive financial services to ultra-high net worth individuals and families, including investment management, tax strategy, trust & estate planning, philanthropy, cash flow planning, and risk management.
Casey previously interned at Rockefeller Capital Management for two summers before joining the firm in July 2022.
Casey graduated Magna Cum Laude from the Villanova School of Business in May of 2022 majoring in Finance and Real-Estate.
Currently holds Finra Series 7 and 66.