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.
Education:
M.B.A., Providence College, Providence, RI
B.S. in Finance, Providence College, Providence, RI
Direct Phone Number: 401-808-6002