Casey Dean Kaelin

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Mr. Casey D.
Kaelin, CFA, is Investment Analyst at Edge Asset Management, Inc. He has been in the investment industry since 1999.
Prior to joining Edge Asset Management in December 2006, Mr. Kaelin was an Operations Analyst for Safeco Asset Management.
He was also employed as Investment Analyst by WM Advisors, Inc. He received a bachelor’s degree in business administration from Western Washington University.
He has earned the right to use the Chartered Financial Analyst designation.

Precedenti posizioni note di Casey Dean Kaelin

Società	Posizione	Fine
Edge Asset Management, Inc. Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT).	Analista-Rendimento Fisso	01/05/2017
WM Advisors, Inc.	Corporate Officer/Principal	30/12/2006
SAFECO Asset Management	Corporate Officer/Principal	-

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Formazione di Casey Dean Kaelin

Western Washington University

Undergraduate Degree

Esperienze
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Aziende private

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Aziende private	3
Edge Asset Management, Inc. Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT).	Finance
WM Advisors, Inc.	Finance
SAFECO Asset Management	Finance

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Casey Dean Kaelin