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About
Mel Casey, CFA, CAIA, serves as a Senior Portfolio Manager at FBB Capital Partners in Bethesda, MD, where he is responsible for managing client relationships and investment portfolios. In this role, he tailors portfolio strategies to the individual objectives of high-net-worth families and institutions, focusing on both asset allocation and risk management.
He brings nearly two decades of experience in financial services, previously holding portfolio management positions at 1919 Investment Counsel, LLC, including management of the 1919 Financial Services Fund. Mel’s expertise includes both traditional equity and fixed income strategies, with notable specialization in the financial sector, alternative investments, and serving institutional clients.
Mel holds a Commerce degree in Marketing from University College Dublin and is a Chartered Financial Analyst (CFA) as well as a Chartered Alternative Investment Analyst (CAIA). His professional credentials underscore a deep commitment to ethical portfolio management and expertise spanning traditional and alternative asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| FBB Capital Partners | Senior Portfolio Manager | Nov 2021 to Present | — |
| 1919 Investment Counsel, LLC | Portfolio Manager, 1919 Financial Services Fund | Apr 2021 to Nov 2021 | — |
| 1919 Investment Counsel, LLC | Vice President, Portfolio Manager | Apr 2019 to Nov 2021 | — |
| 1919 Investment Counsel | Senior Portfolio Associate | Apr 2016 to Apr 2019 | — |
| Compass Point Research & Trading, LLC | Vice President, Equity Sales | Feb 2012 to Feb 2016 | — |
| KBW | Vice President, Equity Sales Trading | Mar 2002 to Nov 2011 | — |
Education
University College Dublin
Commerce, Marketing
1998 — 2001
Skills & Expertise
Others at Fulton Breakefield Broenniman LLC (11)
| Name | Role | Location |
|---|---|---|
D David Malmgren | Senior Portfolio Manager | Washington, DC , United States |
 | Senior Portfolio Manager | Rockville, MD , United States |
 | Portfolio Manager | Washington, DC , United States |
K Kathleen Hastings | Vice President, Portfolio Manager | Washington, United States |
 | Portfolio Manager | Bethesda, MD , United States |
 | Portfolio Manager | Bethesda, MD , United States |
 | Portfolio Manager | Easton, MD , United States |
 | Portfolio Manager | Washington, DC , United States |
 | Equity Research Associate | Washington, DC , United States |
 | Senior Research Analyst and Asset Allocation Strategist | Bethesda, MD , United States |
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S Sarah Abdow | Analyst | Profund Advisors LLC | Oakton, VA , United States |
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