Casey Donovan

As an Associate Wealth Advisor at Beacon Pointe, Casey is responsible for partnering with the firm’s investment and financial planning teams to provide clients with personalized wealth management and customized financial solutions. His duties include investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client service. 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.