Bio

Casey is a member of the Healthcare Investment Banking Group and is responsible for new client development and co-managing all aspects of client transactions. She advises not-for-profit and for-profit healthcare clients on mergers and acquisitions, valuations, tax-exempt and taxable financings, and strategic advisory, including strategic options and strategic capital planning. She has spent her entire career working as an investment banker in the healthcare industry. Prior to joining Matrix in 2020, Casey was a Vice President with Edgemont Partners where she provided M&A advisory services to healthcare clients. Casey also previously served as a Vice President in Raymond James’ Healthcare Finance Group. She serves as Co-Chair of the Leadership Council of the Lung Cancer Research Foundation. Casey graduated from Princeton University, where she received an A.B. degree in Economics and a Certificate in Finance. She is also qualified as a FINRA Municipal Advisor Representative (Series 50), Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).