Bill Casey joined Mirador as a Vice President of Solutions in 2023. As a member of the Solutions team, Bill will leverage his 15-plus years of experience servicing Ultra-High-Net-Worth clients, performance reporting and accounting tools, and knowledge in operational efficiency to provide guidance to clients around the successful adoption of all their technology.
Bill began his career working in operations for a Registered Investment Advisor. From there he went on to manage the performance reporting for RIAs at Commonwealth Financial Network. He expanded on that role and began working with Family Offices, joining Fidelity Family Office Services on their Reporting and Solutions team. Most recently Bill spent six years at FundCount, where he continued to work with clients around their reporting, accounting, and operation needs.
Bill holds a bachelor’s degree from Stonehill College.
In this free time, Bill enjoys spending time with his family, rooting for his Boston sports teams, and playing the drums.