Casey Tenney

Casey Tenney is an Investment Officer at Coastline Trust Company, based in Providence, RI, where he specializes in investment management and financial planning for a diverse clientele. In this role, he is responsible for portfolio construction, asset allocation, and ongoing investment oversight, working with both domestic and international clients to achieve their financial objectives. His expertise encompasses both traditional and alternative investment vehicles, as well as tailored trust solutions.

Prior to joining Coastline Trust Company in 2021, Casey served as a Portfolio Manager at Bank of America Private Bank and as an Investment Analyst at SunTrust. Throughout his career, he has developed a deep understanding of equities, fixed income, and multi-asset strategies, focusing on high-net-worth individuals and institutional clients. He is noted for his analytical rigor, risk management skills, and ability to navigate complex investment landscapes.

Casey holds both an MBA and a Bachelor of Science in Finance from Providence College, equipping him with a strong academic foundation in financial markets and portfolio theory. His educational background, combined with his hands-on experience, positions him as a trusted advisor in sectors including equities, fixed income, and bespoke trust structures. Casey is recognized for his commitment to client service and his contributions to advancing the practice of personalized investment management.