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Patrick Casey & Associates llc
An Executive Search Firm for the Wealth Management Industry
Our goal is to be a trusted partner for our client firms and to be an expert resource for financial advisors seeking a change in firms.
We understand the importance of building long term business relationships with clients and candidates. This relationship must be built on ethics, professionalism, and integrity. By making this our goal for over 18 years we are recognized as a leader in our field.
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