Casey Hazen

Casey Hazen is a Portfolio Analyst at Horizon Investments, based in Charlotte, NC, where he is responsible for supporting portfolio construction, investment strategy development, and risk management for client accounts. He focuses on multi-asset portfolio solutions, working extensively with equities, fixed income, and asset allocation models tailored to both individual and institutional investors. Hazen’s contributions at Horizon Investments include helping to refine investment strategies and implementing tactical portfolio adjustments across various asset classes.

Before joining Horizon Investments in 2020, Hazen developed analytical expertise as a Wealth Strategy Associate and Branch Service Associate at UBS Private Wealth Management, where he assisted in managing high-net-worth client portfolios and supported wealth advisory operations. His comprehensive background in portfolio administration and strategic planning has equipped him to deliver data-driven insights and enhance investment outcomes for advisors and their clients.

Hazen holds a BS in Accounting and Finance from California State University, Chico, and an Associate of Arts in Business/Commerce from Chabot College. His academic background, combined with professional experience, positions him as a versatile investment professional with particular strength in asset allocation, portfolio analytics, and risk assessment within equity and fixed income sectors.