Investment Advisor
After earning a degree in Business Administration from St. Bonaventure University in New York, Corey joined the Global Wealth Management team at Merrill Lynch in 2002.
At Merrill, Mr. Casilio rose to the position of Lead Investment Associate where he took an active role in reshaping their investment management process, developing a successful individual equity strategy. Corey was also involved with analysis of other investment classes and strategies including alternative instruments, mutual funds, asset managers, derivative instruments, financial modeling and portfolio construction.
Mr. Casilio has acquired an understanding of the wealth management process, portfolio construction and management, insurance, estate planning, retirement planning, business owners, taxation, and concentrated stock options. Corey holds FINRA Series 7, 66 and 31 registrations.
Advisory services offered through Valentine Capital Asset Management, Inc, an SEC Registered Investment Advisory Firm.
Series 7, 31, 66 licensed.
