Casey J. Dugan

Portfolio Administrator

Philadelphia

Casey is a Portfolio Administrator at 1919 Investment Counsel. In her role, she works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service.  Her primary responsibility is supporting portfolio managers and client advisors to enhance the experience, with a focus on portfolio review, account administration, and wealth planning.

Casey entered the financial services industry in 2000. Casey has held key positions including Senior Client Service Associate at HighTower Advisors, Branch Administrator at UBS, and Senior Client Service Associate at Smith Barney (now Morgan Stanley) in New York City. She began her career as a Sales Assistant at A.G. Edwards, now part of Wells Fargo.

In her spare time, Casey enjoys a vibrant personal life filled with family, friends, and her four beloved dogs—Tucker, Quinn, Bear, and Limit. She shares her life with her fiancée, Mike, and cherishes time spent with her four nephews and friends. Her hobbies include shopping, beach outings, gardening, home decorating and painting, attending craft shows, exploring diverse music genres, cheering on the Phillies and Eagles, cooking, dining out, and much more. At her core, Casey is deeply devoted to the people and passions that bring her joy.

Back to All
1919 graphic

Subscribe below to receive
 our latest perspectives.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
1919 Funds 1919 Strategies

844-200-1919  |  Legal | Privacy  |  Forms & Disclosures  |  Accessibility | Sitemap
1919 Investment Counsel, LLC is a wholly owned subsidiary of Stifel Financial Corp

You are now leaving 1919ic.com

By clicking this link, you will be leaving the 1919 Investment Counsel website. 1919 does not endorse information you may view on other websites. Please click “Yes…” to leave this website and proceed to the selected site.

Yes - leave this site