BOSTON, Mass., Monday, August 10, 2026 – Casey Paton, CFA®, CFP®, has joined Beacon Pointe Advisors as a Partner and Senior Wealth Advisor, adding to the firm’s experienced team serving clients throughout New England. Formerly a Wealth Consultant at First Citizens Bank, Casey brings more than 20 years of experience in institutional investing and private wealth management. He specializes in personalized financial planning, portfolio management, and comprehensive wealth management strategies, further enhancing Beacon Pointe’s allWEALTH® offering in the Boston area.
Prior to joining Beacon Pointe, Casey held advisory and investment roles at several leading financial institutions, including State Street Global Advisors, Credit Suisse, Merrill Lynch, Silicon Valley Private Bank, and First Citizens Wealth. Throughout his career, he has developed broad experience across portfolio construction, public and private markets, wealth planning, and investment management.
Casey earned a bachelor’s degree in finance from Villanova University and a master’s degree in finance from Boston College. He holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER® certifications.
In addition to his professional accomplishments, Casey is actively involved in the nonprofit community, having served on the boards of several charitable organizations. Most recently, he served on the board of Ukulele Kids Club, a nonprofit dedicated to providing musical instruments to children receiving care at hospitals across the country.
Casey Paton, CFA®, CFP®, shares, “Joining Beacon Pointe was an easy decision because of the firm’s collaborative culture and unwavering commitment to putting clients first. Throughout my career, I’ve believed that the best outcomes come from building trusted relationships and delivering advice tailored to each client’s unique goals. I look forward to joining a team that shares those values and further building meaningful relationships with clients throughout the Boston area.”
“Casey’s depth of experience across both institutional investing and private wealth management makes him an exceptional addition to our team,” says Beacon Pointe Partner and Managing Director, Leigh Bivings, PhD, CDFA®, CFP®. “We’re excited to welcome Casey as we continue expanding our allWEALTH® capabilities and serving the evolving needs of individuals and families across New England.”
Financial terms of the deal were not disclosed. Casey Paton and members of the Beacon Pointe Boston team are available for interviews upon request.
About Beacon Pointe Advisors:
Beacon Pointe Advisors is one of the nation’s largest registered investment advisers (RIAs), with offices and clients across the country. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers, evaluate fund performance, and develop strategic, holistic wealth plans through our proprietary allWEALTH® approach. For more information on Beacon Pointe Advisors, please visit www.BeaconPointe.com.
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Media Contact:
Sydney Alacano
(949) 721-1792
salacano@beaconpointe.com