Kasey leads investment management philosophy, economic/market outlook, asset allocation framework, and portfolio construction standards for Schwab Wealth Advisory (SWA). Kasey provides thought leadership to wealth advisors to support their delivery of consistent and high-quality advice.
After joining Schwab in 2011, Kasey served in multiple roles including fixed income research analyst, investment consultant, registered representative and portfolio manager focused on taxable bond mutual funds and exchange-traded funds (ETFs).
Kasey holds an MBA from the University of Chicago Booth School of Business and a B.A. in Commerce, Organizations, and Entrepreneurship from Brown University. He is a Chartered Financial Analyst (CFA) charterholder.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.