Casey Donovan
Senior Client Service Associate
As a Senior Client Service Associate at Beacon Pointe, Casey is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing paperwork, money movement, and communication with clients. Prior to joining Beacon Pointe, Casey spent time at the Bank of New York Mellon, Wealth Management. Casey graduated from the University of San Diego with a B.A. in Political Science and a minor in Asian Studies. He grew up in the San Francisco Bay Area, and enjoys working out, reading, and adventuring with friends in his free time.
