Candida Casey

Candida Casey is a Portfolio Manager and Investment Advisor Representative at Northwest Asset Management (NWAM LLC) in Chicago, IL, bringing over 34 years of experience in the finance industry to her role. At NWAM, she is responsible for advising clients on asset allocation, managing customized portfolios, and delivering forward-looking investment strategies designed to perform and protect clients during market volatility.

Her professional expertise centers on institutional equity investments, informed by her previous roles as Portfolio Management Director and Vice President at Morgan Stanley, Principal at William Blair LLC, and leadership positions at Merrill Lynch in London and Shearson Lehman across Switzerland and Italy. She brings a global perspective to U.S. portfolio management, with a strong emphasis on equity markets for European banks and funds, and integrates fundamental analysis across both domestic and international equities.

Candida holds an MBA from Thunderbird School of Global Management and a bachelor’s degree from Sweet Briar College, further supporting her credentials as an experienced analyst and advisor. She has passed the Series 63 and Series 65 exams, is registered in Illinois and Washington, and is noted for her steady, client-focused approach during periods of market turbulence.