You're signed outSign in or to get full access.
About
Casey Farrow is a Research Analyst at Aviance Capital Partners, LLC in Naples, FL, where she is responsible for conducting market commentary, investment research, and supporting portfolio management efforts. Her current work includes analysis and reporting on macro trends, with a focus on both equity and fixed income strategies, contributing to the firm’s weekly market insights.
Casey’s investment research expertise extends to evaluating equities and bonds, including sector-specific analyses, honed during her time as an Equity Research Analyst for Florida Gulf Coast University's Student Managed Investment Fund and through her involvement in managing real portfolios exceeding $1 million. She has developed advanced skills in security analysis, portfolio strategy, and fundamental valuation, and has experience presenting research findings to institutional committees.
Casey holds a Bachelor of Science in Finance with a Real Estate Minor from Florida Gulf Coast University, complemented by a Business Administration and Management degree from Chipola College. Her educational background in finance and real estate, combined with practical experience from university-driven investment programs and leadership roles, underscores her capabilities in analyzing real estate-related assets and broad public markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Aviance Capital Partners | Research Analyst | Sep 2021 to Present | — |
| Student Managed Investment Fund | Equity Research Analyst | Jan 2021 to May 2021 | • Managed University’s endowment through a large-cap portfolio and fixed income portfolio • Performed security analysis and sector research through Bloomberg software • Presented portfolio strategy an... |
| Florida Gulf Coast University | Corporate Finance Supplemental Instruction Leader | Aug 2020 to May 2021 | • Developed three weekly peer-assisted study sessions for business finance students to improve retention and success • Assisted students with mastery of course material • Encouraged collaboration betw... |
| Patrumin Investors | Wealth Management Intern | Jun 2020 to Jul 2020 | • Performed securities analysis on various companies within the S&P 500 and Russell 2000 • Gathered and analyzed information from annual and quarterly reports to assess quality and valuation • Constru... |
Education
Florida Gulf Coast University
Finance, Real Estate Minor
2018 — 2021
Chipola College
Business Administration and Management, General
2017 — 2018
Others at Aviance Capital Partners, LLC (2)
| Name | Role | Location |
|---|---|---|
| Partner and Portfolio Manager | Naples, FL , United States | |
M Michael Chapman | Portfolio Manager | Naples, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Senior Analyst | PL Capital Advisors, LLC | Chicago, IL , United States | |
| Junior Analyst | PL Capital Advisors, LLC | East Lansing, MI , United States |