Director of Regional Portfolio Management
South Florida Private Bank Team
As Portfolio Manager, Sean Casey assists in the development of your personal investment policy guidelines. Sean makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
Sean has earned Economics and International Finance degrees at Fairleigh Dickenson University in northern New Jersey.
Professional Experience & Areas of Focus
With over 30 years direct experience in managing domestic and international portfolios, Sean has a deep understanding and proven expertise in managing dynamic portfolio structures and asset allocation. Sean has held senior investment positions with global institutions while living in New York, London and Los Angeles. As Director, Regional Portfolio Management and senior portfolio manager responsible for the southeast region of the US for Fifth Third Bank Private Bank, Sean is responsible for developing and implementing the daily investment strategy for institutional, public and high net worth clients. Sean is a member of the Investment Strategy Group responsible for developing the macro and tactical investment themes for the entire bank holding company.
Personal & Community Participation
Sean and his wife, Amy reside in Naples, Florida.