Charles "Casey" Martin

Portfolio Manager

Casey Martin, CFA, CFP®, joined the Circle Advisers team in September 2014. He is experienced in building investment portfolios across all asset classes and adapting them to client specific needs and goals.

Casey began his career with U.S. Trust, Bank of America Private Wealth Management in 2010. At U.S. Trust, he worked in providing integrated investment advice and portfolio management services to high net worth clients.

Casey graduated from New York University with a B.A. in Economics and a minor in French. At NYU he was a student-athlete and upon graduation received the Founders’ Day Award for maintaining a high cumulative GPA. He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER® professional. He is a member of the CFA Institute and CFA Society New York (CFANY).

Casey was an All-State track and field athlete and has a passion for softball and computer hardware.