Will Casey

Founder at

Access Investment Advisors, Inc.

67 year

92 connections

Finance

Consumer Services

Health Services

Profile

Mr. William R.
Casey is a President at Access Investment Advisors, Inc. He is on the Board of Directors at Franciscan Sisters of Christian Charity Sponsored Ministries.
He has over 25 years of experience in the areas of financial planning and asset management.
He is responsible for compliance, strategic planning, and global asset management decisions for Access, as well as serving clients of the firm.
Prior to forming Access, he spent 11 years with North Star Resource Group, one of the largest privately held financial planning firms in the country.
Before returning to Wisconsin in 1995 he managed the Phoenix Arizona office for the firm.
He also spent 2 years with a New York Stock Exchange firm, The Chicago Corporation, in Chicago Illinois, establishing its financial planning department.
In addition, Mr. Casey was previously employed as President by Big Brothers Big Sisters International and Chairman by Holy Family Memorial, Inc. Mr. Casey graduated from the University of Wisconsin – Madison with a Bachelor’s degree in Business Administration.

Will Casey active positions

Companies	Position	Start
Access Investment Advisors, Inc. Access Investment Advisors, Inc. Investment ManagersFinance Access develops an investment strategy for their clients based on each client's unique investment goals and risk tolerance. The primary investment strategy they use for their clients is strategic asset allocation. The firm builds a diversified portfolio of investments and then adds additional investments around this diversified core portfolio to further reduce the risk of the portfolio, or to take advantage of investment opportunities. Core investments may contain actively managed mutual funds, passively managed index and/or exchange traded funds, individual stocks and/or bonds, or separately managed accounts.	Founder	01/01/1995
Franciscan Sisters of Christian Charity Sponsored Ministries Franciscan Sisters of Christian Charity Sponsored Ministries Miscellaneous Commercial ServicesCommercial Services Operates as a religious organization	Director/Board Member	-

All active positions of Will Casey

Former positions of Will Casey

Companies	Position	End
Big Brothers Big Sisters International Big Brothers Big Sisters International Big Brothers Big Sisters International is a non-profit company based in Philadelphia, PA and has subsidiaries in Canada, Puerto Rico and the United States.	President	-
The Chicago Corp. The Chicago Corp. Regional BanksFinance Operates as an investment banking firm that provides advisory services	Corporate Officer/Principal	-
North Star Resource Group, Inc. North Star Resource Group, Inc. Investment ManagersFinance Offers securities and investment advisory services	Corporate Officer/Principal	-
New York Stock Exchange, Inc. New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market	Corporate Officer/Principal	-
Holy Family Memorial, Inc. Holy Family Memorial, Inc. Hospital/Nursing ManagementHealth Services Provides healthcare services	Chairman	-

See the detail of Will Casey's experience

Training of Will Casey

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Will Casey's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	8
New York Stock Exchange, Inc. New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market	Finance
Access Investment Advisors, Inc. Access Investment Advisors, Inc. Investment ManagersFinance Access develops an investment strategy for their clients based on each client's unique investment goals and risk tolerance. The primary investment strategy they use for their clients is strategic asset allocation. The firm builds a diversified portfolio of investments and then adds additional investments around this diversified core portfolio to further reduce the risk of the portfolio, or to take advantage of investment opportunities. Core investments may contain actively managed mutual funds, passively managed index and/or exchange traded funds, individual stocks and/or bonds, or separately managed accounts.	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Big Brothers Big Sisters International Big Brothers Big Sisters International Big Brothers Big Sisters International is a non-profit company based in Philadelphia, PA and has subsidiaries in Canada, Puerto Rico and the United States.
North Star Resource Group, Inc. North Star Resource Group, Inc. Investment ManagersFinance Offers securities and investment advisory services	Finance
Holy Family Memorial, Inc. Holy Family Memorial, Inc. Hospital/Nursing ManagementHealth Services Provides healthcare services	Health Services
The Chicago Corp. The Chicago Corp. Regional BanksFinance Operates as an investment banking firm that provides advisory services	Finance
Franciscan Sisters of Christian Charity Sponsored Ministries Franciscan Sisters of Christian Charity Sponsored Ministries Miscellaneous Commercial ServicesCommercial Services Operates as a religious organization	Commercial Services

See company connections