$1.9B Omaha private bank team joins Private Wealth. Meet the team here →

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Chris Casey

Chris Casey

Founding Partner

Historical Relationship Tenure: 13 years

Years of Experience: 37 years

Educational Background 

  • Troy State University, BA, Finance


  • Graduate, ABA School of Banking Colorado
  • Graduate, Cannon Trust School I & II
  • Graduate, Wells Fargo Business Succession Planning I & II
  • Graduate, Wells Fargo Family Dynamics Training

Other Notable Information 

  • Niche is unique income solutions for clients after they retire or sell their business or other assets
  • Member of our Investment Committee
  • Leads the firm’s asset allocation and optimization process to create efficient investment portfolios
  • Board of the Greater Cedar Rapids Community Foundation, and served on their Investment Committee, Development Committee and Linn County Grant Committee
  • Past President of the Cedar Rapids Public Library Foundation Board