Profile
Mr. Casey D.
Kaelin, CFA, is Investment Analyst at Edge Asset Management, Inc. He has been in the investment industry since 1999.
Prior to joining Edge Asset Management in December 2006, Mr. Kaelin was an Operations Analyst for Safeco Asset Management.
He was also employed as Investment Analyst by WM Advisors, Inc.
He received a bachelor’s degree in business administration from Western Washington University.
He has earned the right to use the Chartered Financial Analyst designation.
Former positions of Casey Dean Kaelin
| Companies | Position | End |
|---|---|---|
Edge Asset Management, Inc.
 Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Analyst-Fixed Income | 30/04/2017 |
| WM Advisors, Inc. | Corporate Officer/Principal | 29/12/2006 |
| SAFECO Asset Management | Corporate Officer/Principal | - |
Training of Casey Dean Kaelin
| Western Washington University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Finance |
| WM Advisors, Inc. | Finance |
| SAFECO Asset Management | Finance |
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