Profilo
Prior to joining RiverPoint in 2009, Mr. Jones was a Vice President in the Investment Banking Group of PNC/National City Capital Markets, a leading middle market investment banking firm.
He was a standing member of the group’s Valuation Committee.
Previously, he worked at Houlihan, Lokey, Howard & Zukin and Merrill Lynch & Co. in New York providing advisory services, principally to financial institutions, including investment advisors, commercial banks, and insurance companies.
Mr. Jones received a Bachelor of Arts Degree in Economics from the University of Pennsylvania and an MBA in Finance and Accounting with honors from the Owen School of Management at Vanderbilt University in Nashville, Tennessee.
Mr. Jones is currently an Executive at the Williams College of Business at Xavier University and has been active in Big Brothers, Big Sisters as well as Head Start-related programs in Philadelphia and Nashville.
Precedenti posizioni note di Casey D. Jones
| Società | Posizione | Fine |
|---|---|---|
Mariner Wealth Advisors-Cincinnati LLC
 Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Gestore di Portafoglio-Azioni | 21/10/2010 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
| HOULIHAN LOKEY, INC. | Corporate Officer/Principal | - |
PNC Bancorp, Inc.
 PNC Bancorp, Inc. Financial ConglomeratesFinance Part of The PNC Financial Services Group, Inc., PNC Bancorp, Inc. operates as a bank holding company. The company is based in Wilmington, DE. | Corporate Officer/Principal | - |
Formazione di Casey D. Jones
| University of Pennsylvania | Masters Business Admin |
| Vanderbilt University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| HOULIHAN LOKEY, INC. | Finance |
| Aziende private | 3 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Mariner Wealth Advisors-Cincinnati LLC
Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Finance |
PNC Bancorp, Inc.
PNC Bancorp, Inc. Financial ConglomeratesFinance Part of The PNC Financial Services Group, Inc., PNC Bancorp, Inc. operates as a bank holding company. The company is based in Wilmington, DE. | Finance |
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