Casey is a member of the Healthcare Investment Banking Group and is responsible for new client development and co-managing all aspects of client transactions. She advises healthcare clients on mergers and acquisitions and capital markets activities. Casey’s approach is high-touch, rooted in a deep expertise with founder-owned, family-owned, and provider-owned healthcare businesses. She has spent her entire career working as an investment banker in the healthcare industry, advising companies across the healthcare services continuum. Prior to joining Matrix in 2020, Casey was a Vice President with Edgemont Partners where she provided M&A advisory services to healthcare clients. Casey also previously served as a Vice President in Raymond James’ Healthcare Finance Group. She serves as Co-Chair of the Leadership Council of the Lung Cancer Research Foundation.

Casey graduated from Princeton University, where she received an A.B. degree in Economics and a Certificate in Finance. She is qualified as a FINRA Municipal Advisor Representative (Series 50), Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).




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