Casey D. Whalen, CFA

Casey is the CEO and Chief Investment Officer of Truvvo Partners LLC (“Truvvo”) and is a member of the Investment Committee. She has been with the firm since its inception in 2007. She brought over a decade of experience in the institutional world at some of the nation’s top endowment investment offices to build a strong, differentiated investment team at Truvvo. She believes deeply in alignment with clients and investments, and in providing the benefits, resources, and skillsets from the institutional world to Truvvo’s clients.

Prior to joining Truvvo, Ms. Whalen 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.

Prior to joining 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 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 is a graduate of Yale University (B.A.) and is a board member and Treasurer of the Yale Swimming and Diving Association. Casey is a CFA Charterholder and member of the New York Society of Security Analysts. She is a member of the New York City chapter of GenNext