Casey Tenney is an Investment Officer at Coastline Trust Company. In his role, he manages investment portfolios for high-net-worth clients. Most notably, Casey’s expertise include developing and implementing customized investment solutions tailored to client’s specific needs with a focus on asset allocation, security selection, and portfolio optimization. Casey specifically enjoys financial planning to simplify and assist in all areas of his client’s financial lives.
Casey is a Certified Financial Planner (CFP®)
Personally, Casey resides in Boston, MA. He enjoys watching and playing many sports, traveling, and spending time with his fiancé Michelle and puppy French Bulldog Fiona.
M.B.A., Providence College, Providence, RI
B.S. in Finance, Providence College, Providence, RI
Direct Phone Number: 401-808-6002