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John F Casey JOHN F. CASEY
Chairman, Casey, Quirk & Associates

John is Chairman and a founding partner of Casey, Quirk & Associates, a management consulting firm focused on advising investment management organizations. He has over 40 years of experience advising senior leaders in the investment management industry. In his capacity as an advisor to senior leaders of investment management firms, John's work in the late 1980's was the genesis of the work that Casey Quirk continues to do today, including the:

  • Creation of GE Asset Management (1988)
  • Management buyout of Brinson Partners from First Chicago (1989)
  • Creation of Montgomery Asset Management for Montgomery Securities (1989)
  • Consulting on the architecture of the modern-day Putnam Investments (1989)

Today, John's clients are the CEOs and Boards of Directors of many of the investment management industry's leading firms. Among his clients are global institutional investment managers, mutual fund managers, hedge funds, and private equity firms. And, his clients have been firms of all sizes, from startups, like Artisan Partners, to the largest firms in the industry, which, in the past five years, have included 12 of the 25 largest firms. John and his team advise their clients on a variety of strategic matters, including business plan development, marketing strategies, corporate development, and transaction advisory.

John is a frequent speaker on the industry, is often quoted in leading publications like The Wall Street Journal, Barron's, and Pensions & Investments, and has appeared as an industry expert on CNBC and Bloomberg News. John has also co-authored many of the firm's most important whitepapers over the past decade, including:

  • The Success in Investment Management series (co-authored with Merrill Lynch's Financial Institutions Group in 2000 and 2003)
  • The Institutional Demand for Hedge Funds series (co-authored with The Bank of New York in 2004 and 2006)
  • The Brave New World: Winning Product Strategies for a Changing Global Market (co-authored with Merrill Lynch's Financial Institutions Group in 2007)

From 1969 through the 1990's, John was one of the principal architects in the creation and development of the investment consulting industry. In addition to being a co-founder of Rogers, Casey & Barksdale in 1976, he was a founder of investment manager research at Paine, Webber, Jackson & Curtis (the predecessor firm to Evaluation Associates) and a Director and head of manager research at Callan Associates. John served as the long-time Chairman of Rogers Casey and, following the purchase of Rogers Casey by Barra, Inc. in 1996, was a member of the Barra Board of Directors until 2001. In recognition of his pioneering contributions to the investment consulting industry, along with Ed Callan, John received the first McArthur Award from the Investment Management Consultants Association in 2000.

John earned a B.A. at Milton College in Wisconsin.