![Mel Joseph Casey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mel Joseph Casey
Portfolio Manager-Equities at
Fulton Breakefield Broenniman LLC
Profile
Mr. Mel J.
Casey is a Senior Portfolio Manager at Fulton Breakefield Broenniman LLC.
He brings nearly two decades of financial services and investing experience to the FBB team.
Prior to FBB Capital Partners, he spent several years at 1919 Investment Counsel where he managed individual and institutional client portfolios, a Financial Services Mutual Fund and a Real Estate Equity Strategy.
Prior to his time with 1919, he held various roles with investment banks Keefe, Bruyette & Woods and Compass Point Research in New York and Washington, DC respectively.
He received his Bachelor of Commerce degree from University College Dublin.
He is a CFA, and CAIA charterholder, a member of the CFA Institute, and a member of the CFA Society of Washington, DC.
Mel Joseph Casey active positions
| Companies | Position | Start |
|---|---|---|
Fulton Breakefield Broenniman LLC
 Fulton Breakefield Broenniman LLC Investment ManagersFinance FBB aims to build diversified portfolios tailored to its client’s preferences with a low-cost structure. The firm believes the best way to achieve this is through a combination of broad-based diversification through index exposure complimented by direct ownership in the equity and debt structure of individual companies. They accomplish this by identifying businesses where performance stems from fundamental improvement across the following characteristics: long-term business transformation, robust organic growth, shareholder-friendly use of capital, strong and sustainable cash flow, solid return on invested capital, secure balance sheets, and attractive valuation. | Portfolio Manager-Equities | 01/11/2021 |
Former positions of Mel Joseph Casey
| Companies | Position | End |
|---|---|---|
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919ic is an active manager who seeks to maximize total return and minimize risk through their core investments capabilities of large- to mid-cap domestic equity and fixed income portfolios. The firm’s equity strategy focuses on high or improving quality stocks and employs a bottom-up approach. Their equity portfolio typically contains 30-60 individual stock holdings. Portfolio managers construct customized portfolios with the help of research analysts, based on client considerations. 1919ic utilizes a total rate of return, disciplined, relative value approach for their fixed income strategies. The duration and term-structure decisions are top-down while sector weighting decisions are bottom-up. | Portfolio Manager-Equities | 01/11/2021 |
Compass Point Research & Trading LLC
 Compass Point Research & Trading LLC Investment Banks/BrokersFinance Provides brokerage services | Sales & Marketing | 01/02/2016 |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Sales & Marketing | 01/11/2011 |
Training of Mel Joseph Casey
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
91
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Fulton Breakefield Broenniman LLC
Fulton Breakefield Broenniman LLC Investment ManagersFinance FBB aims to build diversified portfolios tailored to its client’s preferences with a low-cost structure. The firm believes the best way to achieve this is through a combination of broad-based diversification through index exposure complimented by direct ownership in the equity and debt structure of individual companies. They accomplish this by identifying businesses where performance stems from fundamental improvement across the following characteristics: long-term business transformation, robust organic growth, shareholder-friendly use of capital, strong and sustainable cash flow, solid return on invested capital, secure balance sheets, and attractive valuation. | Finance |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Compass Point Research & Trading LLC
Compass Point Research & Trading LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919ic is an active manager who seeks to maximize total return and minimize risk through their core investments capabilities of large- to mid-cap domestic equity and fixed income portfolios. The firm’s equity strategy focuses on high or improving quality stocks and employs a bottom-up approach. Their equity portfolio typically contains 30-60 individual stock holdings. Portfolio managers construct customized portfolios with the help of research analysts, based on client considerations. 1919ic utilizes a total rate of return, disciplined, relative value approach for their fixed income strategies. The duration and term-structure decisions are top-down while sector weighting decisions are bottom-up. | Finance |
University College Dublin
 University College Dublin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Mel Joseph Casey
