Casey Harrison

Manager, Partner Development & Onboarding

Monterey, CA

Department: Partnership Development

Experience: Financial Services since 2012

Education: Bachelor of Arts degree in politics and government from Ripon College

As the manager of partner development and onboarding, Casey works with firms joining the Modern Wealth Management family. Her role is to help guide these individuals throughout the discovery and onboarding process, ensuring the transition from candidate to new team members is as smooth as possible.

Prior to joining Modern Wealth, Casey worked in similar roles at Goldman Sachs and United Capital. Throughout her tenure, she has assisted over 50 wealth management teams and numerous advisors through the messy-but-completely-worth-it process of joining a new firm.

Casey is originally from Minnesota and is proud of it! She has a Bachelor of Arts degree in politics and government from Ripon College, and now resides in Downers Grove, Illinois, with her husband, their three rambunctious children, and cat Jasper. Casey loves the cold and snow seasons … even when her co-workers are describing their 72-degree, sunny weather.

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