Mel Casey, CFA®, CAIA
Mel brings nearly two decades of financial services and investing experience to the FBB Capital Partners team. As a Senior Portfolio Manager, Mel is responsible for managing client relationships and client investment portfolios. A native of Dublin, Ireland, Mel received his Bachelor of Commerce degree from University College Dublin. He is a CFA® and CAIA charterholder, a member of the CFA Institute and a member of the CFA Society of Washington, DC. Mel lives in Bethesda, Maryland, with his wife, Jenny, and their two children.
Latest articles by Mel Casey, CFA®, CAIA
Benefits of Doing Roth IRA Conversions Early in Retirement
Retirees could cut their lifetime tax burden as well as minimize taxes’ impact on the long-term wealth of their heirs.