Casey Weeks, CFA, is a Vice President and Portfolio Manager at Truxton Wealth. In his role, Casey is responsible for managing investment portfolios for high-net-worth clients. He performs fundamental equity research and macroeconomic analysis to inform his disciplined approach to investing.
Prior to joining Truxton, Casey was a Portfolio Manager and Trader at Woodmark Associates - a boutique, fundamentally driven hedge fund. He began his career as an Investment Banking Analyst at Raymond James, helping growth technology companies execute successful M&A transactions ranging from $50M to $1B.
Casey received a Bachelor of Business Administration in Finance & Accounting from Harding University. He also earned the Chartered Financial Analyst (CFA) designation in 2021 and is a member of the CFA Society of Nashville.
