The Alliance Report ™
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Robert W. Casey

Robert W. Casey is Senior Managing Director for Research for The Family Wealth Alliance. He leads the firm’s 3rd Annual Multifamily Office Study and was involved from the beginning in the first two MFO studies with The Alliance’s founder, Tom Livergood. He is also involved in a number of consulting assignments for the firm.

Bob is also an independent consultant and long-time observer of the financial advisory industry. Consulting clients include investment firms, banks, financial publishers and other organizations interested in the area of wealth management. He developed Wealth Manager magazine and served as founding editor until its sale by Bloomberg LP in 2005.

He is former managing editor of American Banker, founding editor of Your Company magazine (now Fortune Small Business) and the original planning editor/Money for USA Today. Bob is a graduate of The Wharton School of the University of Pennsylvania (MBA), the Medill School of Journalism of Northwestern University (BS, MS) and holds a certificate in financial planning from New York University.


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