HBKS Leadership
HBKS Leadership

William F. Casey III is a Principal and Senior Financial Advisor in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). Mr. Casey has held senior management positions at some of the most respected global financial institutions including: GMAC, Merrill Lynch, Salomon Smith Barney, Union Bank of Switzerland and Mellon Bank. Mr. Casey’s reputation for hard work and aggressive pursuit of results led to a variety of successful leadership assignments in Zurich, London, Brussels, New York, Toronto and Philadelphia. Mr. Casey has a technical background in global banking, asset/liability management, and investments as well as vast administrative experience. He joined HBKS® in 2017 after Locust Capital Management merged with the firm.

Mr. Casey graduated from Lafayette College with a B.A. in Economics/Finance and Temple University’s Executive MBA program.

In addition to being active in squash and golf, Mr. Casey is active in the community where he volunteers his time to the Bacharach Hospital Foundation as Board Member and Carson Valley Children’s Aid where he is also a Board Member. Having been raised in South Jersey, Mr. Casey has settled in Wyndmoor, PA where he and his wife are entering the empty nest phase having raised three children.

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