Casey Campana
With nearly 30 years of experience in the areas of institutional investment analysis and due diligence of portfolio managers, Casey is Gracestone’s institutional guru. Her keen insights into the intricacies of investment portfolios and managerial processes are matched by a deep sense of caring for our clients. We want her in our foxhole.
Professional Experience
2017–Present
Synovus Securities, Inc.
Providing advice on the development and implementation of investment strategies for high net worth families and foundations. Responsible for monthly due diligence on third-party managers while researching and interviewing additional investment options. Review and analyze independent and public performance reports utilizing portfolio attribution analysis.
Services include investment planning and management, portfolio management, risk management, retirement planning, and insurance services.
2002–2017
SunTrust Investment Services, Inc.
Vice President / Private Wealth Management
Managed the firm’s Investment Consulting Team supporting over $10 billion in assets. Charged with sourcing premier investment solutions, implementing performance reporting tools, and financial planning.
1992–2002
DEUTSCHE BANC ALEX. BROWN
Vice President / Private Wealth
Managed the Asset Management Consulting Group providing investment due diligence and performance monitoring for pensions, foundations, endowments, and Taft-Hartley plans.
Everyday Advice
“Roll up your sleeves and get it done.”
Education & Licensing
- Clemson University, Bachelor of Arts in Language and International Trade
- FINRA Licensing: Series 7 & 66
Civic Affiliations
- Elaine Clarke Center, Board of Directors
- Chamblee Charter High School Booster Club, Board of Directors
- Hampton Hall Swim & Tennis, Board of Directors
- Our Lady of the Assumption Church