ÂÜÀòÂÒÂ×

James B Casey

Senior Vice President, West Coast Sales, Broker-dealer, Ibd, Private Banks, Ria/family Offices at Smead Capital Management

James B. Casey, CFA, CFP®, serves as the Senior Vice President of West Coast Sales at Smead Capital Management since September 2019. Prior experience includes roles as a Regional Sales Associate at Guggenheim Partners and an AVP/Wholesaler at Nuveen Investments, where notable achievements include leading sales activities and securing significant new business. James started in the industry as a Sales Associate at Franklin Templeton, showcasing strengths in building relationships and cross-selling strategies. James holds a Bachelor of Science in Economics from the W. P. Carey School of Business at Arizona State University.

Links

Previous companies

Franklin Templeton Investments logo
Nuveen logo
Guggenheim Partners logo


Teams

This person is not in any teams