Chris Casey
Founding Partner, Investment Strategist
Historical Relationship Tenure:
Years of Experience:
Educational Background
- Troy State University, BA, Finance
Designations/Certifications/Classes
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- Graduate, Cannon Trust School I & II
Community Involvement
Other Notable Information
- Chris specializes in creating unique income solutions for clients who are navigating retirement or selling their businesses or other assets.
- She is a member of Private Wealth’s Investment Committee and leads the firm’s asset allocation and optimization process to create efficient investment portfolios.
- Chris currently serves as a Board Member for the Greater Cedar Rapids Community Foundation, where she chairs the Investment Committee and is a member of the Executive Committee. Chris is also a member of the Board of Trustees for the Cedar Rapids Public Library, where she leads the Finance Committee.
- Chris grew up on a family farm in Garnavillo, Iowa, where her parents still reside. She is a widow with four sons.
- In her free time, Chris is an avid reader who enjoys exploring new ideas and expanding her knowledge on both personal and professional topics.
Personal Q&A
What quality/qualities make you stand out to your clients or coworkers?
I’m known as a collaborative team player who values communication and shared success. Clients choose to work with me because of my deep investment experience and expertise. I take the time to truly listen and understand their unique goals, then customize investment strategies that align with their specific needs. My clients appreciate the trust, transparency and personalized attention I bring to every relationship.
What do you consider your biggest accomplishment at Private Wealth?
Helping to create an advisor-owned company that puts clients first and delivers an exceptional level of personalized service. By building a firm centered around independence, transparency and client-focused values, we’ve been able to foster stronger relationships and provide advice that’s truly aligned with our clients’ best interests.
Where are you from? Where did you grow up?
I am from Northeast Iowa. I grew up on a farm in Garnavillo, Iowa.
What are your hobbies or favorite things to do in your free time?
I am an avid reader who loves learning new things, whether it’s exploring new ideas in finance, business or history. I enjoy staying curious and continuously expanding my knowledge, both personally and professionally.
What motivates you or makes you happiest in your role?
What motivates me most is helping people achieve their financial goals and gain confidence in their investment journey. I find real satisfaction in making complex investment concepts more understandable so that clients not only feel informed but also empowered.
What is the best piece of financial advice you ever received?
Discipline trumps emotion every time. Markets can be unpredictable, and it’s easy to react emotionally, especially during periods of volatility. But staying disciplined, sticking to a well-thought-out plan and focusing on long-term goals is what truly drives success over time.
Where is the coolest place you’ve ever visited, or want to visit?
I spent a summer in South Korea when my husband was stationed with the Army.
Favorite Food?
As a nod to my German heritage, one of my favorite foods is Hot German Potato Salad.
Tell us about your family, pet(s) or give a fun fact about yourself!
I am a widow with four sons; two are in the military, and two live nearby in Cedar Rapids. My parents still live on our family farm.