Katie Casey brings over 20 years of wealth management experience to the BBH Multi-Family Office

Brown Brothers Harriman & Co. (BBH) is pleased to announce the addition of Katie Casey to the Multi-Family Office in Philadelphia. In her new role, Katie serves as a trusted advisor to private business owners, ultra-high-net-worth individuals, and their families, delivering expert guidance in investing, philanthropy, private banking, and wealth planning.

"We are excited that Katie has joined our team here in Philadelphia. Her experience will make her a tremendous asset to BBH and our clients across the region," said Joe Chott, Philadelphia Office Head. “We continue to grow our team and capabilities to help our clients solve their most complex challenges.”

Over the course of her more than 20-year career, Katie has served in similar roles at FFT Wealth Management, Zeke Capital Advisors, and Abbot Downing. She also worked at the University of Pennsylvania Office of Investments, specifically on the endowment fund.

“Brown Brothers Harriman is uniquely positioned to support private business owners and families across the Philadelphia region,” said Katie Casey. “I’m excited to join the experienced team of wealth managers in Philadelphia and to help deliver the expertise and comprehensive and bespoke solutions our clients need to achieve their distinct goals.”

Katie holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Financial Planner (CFP®) designations. She received a bachelor’s degree in finance from Loyola University Maryland.

About Brown Brothers Harriman

Founded in 1818, we understand first-hand what it takes to steward an institution for the long term. We bring that expertise when helping clients create, grow, and preserve their wealth for generations. As a private partnership, we are uniquely built to put clients first and create success that lasts.

Today, BBH is the trusted and preferred advisor and investor for private businesses and their owners, wealthy families, and sophisticated institutional investors. Through our Capital Partners line of business, we offer multi-family office solutions, investment management, private equity, and corporate advisory and banking services.

We are known for our collaborative, high-integrity, client-first approach where we strive to exceed expectations by helping our clients achieve their definition of success.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250819153717/en/