Tue, 16/07/2013 - 12:31
Alternative investment firm Collins Capital has appointed Casey Wamsley as director.
Collins Capital helps advisers balance their clients' traditional equities and fixed income exposure with diversified hedge fund portfolios that do not correlate with other asset classes.
In his role, Wamsley will focus on a number of initiatives, including educating clients on the benefits of alternative investments. Wamsley, who will focus on both the mutual fund and limited partnership sides of Collins Capital, will work very closely with Dorothy Weaver, the co-founder, chief executive officer and chief investment officer of the firm.
"Our goal is to build meaningful connections with our end clients by providing both investments that meet their goals as well as valuable macroeconomic insights into the global financial markets," says Weaver. "Casey's extensive experience with alternatives, investment consulting, investment program analysis and manager due diligence uniquely positions us to deliver on that commitment to advisors and their clients."
Wamsley, who has more than 18 years’ experience in the financial markets, has not only cultivated an expertise as an alternative investment consultant to RIA firms, but has played a key role in developing business relationships with institutional clients.
He most recently served as founder and president of Phoenician Capital, where he specialised in alternative investment consulting to RIA firms and institutional clients. He also has previously held prominent positions at investment consulting and advisory firms including Schwab Institutional.
"Collins Capital is synonymous with exceptionally high standards of transparency and communication with its managers, and we will expand our resources to ensure those same standards are met with clients, whether they are independent investment advisors, endowments or foundations," says Wamsley. "As our clients continue to allocate more assets toward alternative investments, we are confident that there will be tremendous appeal of our fund's rigorous, disciplined investment process that marries quantitative and qualitative analysis."
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