Casey Veach, CFP®, CFA

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Casey Veach is an endowment, foundation, and nonprofit financial advisor based in Southfield, MI.

Casey joined CAPTRUST in 2022 from Plante Moran Financial Advisors (PMFA) and serves as vice president and financial advisor. He provides investment advisory services to institutional investors such as endowments, foundations, and other nonprofit organizations. Casey specializes in developing a financial plan and investment policy that encompasses all aspects of a client’s balance sheet and financial situation. His industry knowledge and deep technical expertise allow him to provide clients with unbiased advice, tailored to their short- and long-term goals.

Casey holds a Bachelor of Arts degree in finance from Michigan State University, as well as the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA). Outside of work, he spends most of his time with his family and enjoys being on the water or on the golf course.

Education

  • Bachelor of Arts in Finance from Michigan State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst

Memberships

  • Member, CFA Society of Detroit

Resources

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