Draft:Phil Casey
 | This is a draft article. It is a work in progress open to editing by anyone. Please ensure core content policies are met before publishing it as a live Wikipedia article. Find sources: Google (books · news · scholar · free images · WP refs) · FENS · JSTOR · TWL Last edited by Tahiti Sunshine (talk | contribs) 4 seconds ago. (Update)
Finished drafting? or |
 | This article has multiple issues. Please help improve it or discuss these issues on the talk page. (Learn how and when to remove these messages)
|
Phil Casey | |
|---|---|
| Born | Philip A. Casey 1982 (age 42–43)[1] |
| Education | |
| Occupation(s) | Researcher, investor, businessman |
| Known for | |
Philip A. Casey (1982)[1] is an American researcher, investor, businessman. He has made important contributions at the intersection of institutional investors, limited partners, and technology platforms.[2][3][4][5][6][7] Wells Fargo's acquisition of Analytic Investors and the integration of its technology platforms into Wells Fargo Asset Management were reportedly based on his research and development.[2][3][4][6]
Casey was responsible for the research and development of proprietary technology platforms at Analytic Investors.[8] These platforms were for institutional investors and limited partners. Wells Fargo subsequently acquired Analytic Investors.[2][3][4][5][6][9] The bank reportedly acquired the company to expand into high-growth technology-related areas of investment management, including data science, machine learning, and quantitative analysis.[2][3][4][6]
Analytic managed $15 billion in assets under management for institutional investors and limited partners when acquired.[5][6] Casey joined Wells Fargo with the acquisition.[8] Analytic became part of Wells Fargo Asset Management (WFAM), the bank's asset management unit with $481 billion in assets under management for endowments, foundations, pension funds, and sovereign wealth funds.[3][5][6][10] Casey was subsequently responsible for the research and development of the technology platforms at WFAM.[8]
Casey holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst charters.[8] At Stanford Graduate School of Business, he was a researcher focused on technology platforms for institutional investors and limited partners.[8] Casey holds a PhD from Princeton University.[1]
References
[edit]- ^ a b c "Hidden Fermi Liquid : Self-consistent Theory for the Normal State of High-Tc Superconductors / Philip A. Casey. - Princeton University Library Catalog". princeton.edu. Retrieved December 29, 2024.
- ^ a b c d Armental, Maria (August 8, 2016). "Wells Fargo to Buy Analytic Investors". The Wall Street Journal. Retrieved December 29, 2024.
- ^ a b c d e Flood, Chris (February 11, 2018). "Wells Fargo staff 'shocked and upset' by scandal". Financial Times. Retrieved December 29, 2024.
- ^ a b c d Burger, Dani (December 19, 2016). "Wells Fargo Lining Up Robot Stock Pickers for Its First Ever ETF". Bloomberg. Retrieved January 2, 2025.
- ^ a b c d "Wells Fargo to acquire Analytic Investors". Pensions & Investments. August 8, 2016. Retrieved December 29, 2024.
- ^ a b c d e f Segal, Julie (January 3, 2017). "Wells Fargo's Asset Management Arm to Launch Smart Beta Funds". Institutional Investor. Retrieved December 29, 2024.
- ^ Segal, Julie (October 11, 2017). "A Year After Wells Fargo Deal, Analytic Investors Branches Out". Institutional Investor. Retrieved December 29, 2024.
- ^ a b c d e [1] Non-Academic Career Seminar - Physics Department, Princeton University at the Wayback Machine (archived 2017-03-16)
- ^ "Wells Fargo Asset Management-Co, Analytic Investors signed agreement for WFAM to buy Analytic". Reuters. August 8, 2016. Retrieved December 29, 2024.
- ^ Fantato, Damian (May 21, 2018). "Wells Fargo launches global absolute return fund". Financial Times. Retrieved December 29, 2024.
