Casey D. Whalen, CFA

CEO and Chief Investment Officer

Casey is the CEO and Chief Investment Officer of Truvvo and is a member of the Investment Committee. She is a founding member of the firm. Following a decades long career in the institutional world at some of the nation’s top endowment investment offices, she is proud of the strong, differentiated team at Truvvo. She believes deeply in alignment with clients and investments, and in providing the benefits, resources, and skill sets from the institutional world to Truvvo’s clients.

Prior to Truvvo, Casey was the Chief Investment Officer of The New York Public Library. She joined the Library as the first Chief Investment Officer with a mandate to create the Office of Investments. Her main responsibilities included asset allocation, manager selection, and overall portfolio and investment management of the endowment, which is invested across various traditional and alternative asset classes.

Before The New York Public Library, she was Director of Public Investments for The Rockefeller University, focusing primarily on global equities, hedge funds, and fixed income. She also was heavily involved in asset allocation, overall portfolio management, and the establishment of the University’s real estate allocation.

Casey began her investment career at the Yale University Investments Office working across various asset classes including foreign equities, real estate, and fixed income. She went on to work for one of Yale’s real estate investment managers, Brookdale Realty, based in Atlanta.

She holds a BA from Yale University and is a board member and Treasurer of the Yale Swimming and Diving Association, having been a member of the Yale Varsity Women’s Swimming team.

Casey is a CFA® charterholder and member of the New York Society of Security Analysts.

She serves on the Investment Committee of the Rockefeller Family Fund.

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