Tuesday, 3 March 2015
Last updated 3 hours ago
Jul 16 2013 | 9:33am ET
Alternative investment firm Collins Capital has appointed Casey Wamsley as director.
In his new role at the Coral Gables, Forida-based firm, Wamsley will focus on a number of initiatives, including educating clients on the benefits of alternative investments. Wamsley, who will be involved in both the mutual fund and limited partnership sides of Collins Capital, will work very closely with Dorothy Weaver, the co-founder, chief executive officer and chief investment officer of the firm.
"Our goal is to build meaningful connections with our end clients by providing both investments that meet their goals as well as valuable macroeconomic insights into the global financial markets," said Weaver. "Casey's extensive experience with alternatives, investment consulting, investment program analysis and manager due diligence uniquely positions us to deliver on that commitment to advisors and their clients."
Wamsley, who has more than 18 years experience in the financial markets, most recently served as founder and president of Phoenician Capital, where he specialized in alternative investment consulting to RIA firms and institutional clients. He has previously held prominent positions at investment consulting and advisory firms including Schwab Institutional.
"Collins Capital is synonymous with exceptionally high standards of transparency and communication with its managers, and we will expand our resources to ensure those same standards are met with clients, whether they are independent investment advisors, endowments or foundations," said Wamsley. "As our clients continue to allocate more assets toward alternative investments, we are confident that there will be tremendous appeal of our fund's rigorous, disciplined investment process that marries quantitative and qualitative analysis."
Founded in 1995, Collins Capital is an independent, owner-operated registered investment advisor specializing in hedge fund portfolios. The firm’s multi-manager mutual fund uses differentiated, non-correlated strategies to offer compelling, risk-adjusted returns.
Jan 23 2015 | 1:00pm ET
In our new section, FINtech Focus, we will profile one of these firms each week. While fintech is a broad category, we will be focusing on firms that specifically cater to the alternative investment industry. Read more…