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Candida Casey

Investment Advisor Representative

Candida is an Investment Advisor and Portfolio Manager at Northwest Asset Management with 34 years of experience in the Finance Industry. Prior to joining Northwest she was a Portfolio Management Director and Vice President at Morgan Stanley in Chicago, a former Principal at William Blair LLC in Chicago, Institutional Equities Vice President at Merrill Lynch in London and Vice President at Shearson Lehman in Switzerland and Italy.

 

Her decades of experience advising European banks and funds on institutional equity investments brings a global perspective to her investment strategy. That, combined with fundamental analysis of individual portfolios, provides a steady, forward-looking approach to the markets with the goal to perform and protect her clients even during periods of volatility.

 

Candida has a BA from Sweet Briar College (Virginia) and an MBA in International Management from Thunderbird School of Global Management (Arizona). She served on the Board of Trustees of Woodlands Academy (Lake Forest IL) for seven years. Candida was born in Japan where her father was a pilot in the USAF. She enjoys traveling, languages and cooking. She lives in Chicago with her husband Richard.

Candida Casey

Contact Info

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      8am - 4pm PT

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      (206) 838-3680

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      info@nwasset.com

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      2835 82nd Ave SE, Suite 100 

         Mercer Island, WA 98040

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NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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