Michael Casey
Get their honest, personalized take on your startup.
Sign in to pitch Michael →At a glance
- Full Name
- Michael J. Casey
- Title
- Chairman of the Board
- Firm
- Whittier Trust
- Firm Type
- Multi-family office and private trust company
- Investment Stage
- Private markets and alternatives through Whittier Trust client portfolios; no verified public evidence of a personal seed-stage angel mandate
- Target Company Profile
- Private, non-traded assets and privately held companies/entities accessed through vetted managers, SPVs, private equity, venture capital, private debt, hedge funds, and direct real estate opportunities
- Sector Focus
- Wealth management, public equities, fixed income, real estate, private equity, venture capital, private debt, hedge funds, trust and estate planning, philanthropy
- Geographic Focus
- Whittier Trust serves high-net-worth families and foundations across the U.S., with offices across the West Coast and Nevada
- Location
- Pasadena / South Pasadena, California
Background
Michael J. Casey is Chairman of the Board of the Whittier Trust Companies of California and Nevada. Whittier Trust says he joined the firm in 1990 and helped guide its transition from a single-family office into a multi-client family office and private trust company. In 2017, when David A. Dahl became CEO, Casey moved into the Executive Chairman role to provide strategic leadership and guidance.
Before joining Whittier Trust, Casey spent more than 20 years in financial services, working across private banking, trusts, investments, and legal services. MarketScreener additionally identifies Continental Illinois National Bank as a prior employer.
Casey received a bachelor’s degree from St. Mary’s College, completed postgraduate work in the business schools of DePaul University and the University of Wisconsin, and earned a J.D. cum laude from Chicago-Kent College of Law. He has served in civic and nonprofit roles including Regent at St. Mary’s College, Board of Governors member for Providence Saint Joseph Foundation, past Advisory Board member to Family Office Exchange, and board member of Musique.
Investment Thesis & Focus
- Whittier Trust’s investment model is not a conventional VC fund model; it is a customized wealth-management platform for high-net-worth families, businesses, and foundations.
- The firm emphasizes tax-sensitive, long-term portfolio construction for multi-generational wealth rather than one-size-fits-all investment products.
- Casey has publicly emphasized personalization over standardized wealth-management platforms, saying high-net-worth investors need “greater creativity, customization and personalization.”
- Whittier Trust uses a “hybrid architecture”: in-house management for equities, fixed income, and real estate, and external managers for alternatives such as private equity, venture capital, private debt, and hedge funds.
- The firm says alternative investments are evaluated through a rigorous vetting process and should be approached with a long-term owner’s mindset, especially for multi-generational capital.
- Whittier Trust says it does not respond to unsolicited investment proposals or venture capital opportunities.
Notable Investments
- No publicly verified personal angel or seed investments attributable to Michael J. Casey were found.
- Whittier Trust does not publish a named startup portfolio for Casey; its public materials describe client access to private equity, venture capital, private debt, hedge funds, SPVs, and direct real estate opportunities through vetted managers and customized client portfolios.
Unlock the full research
Get how to approach them, recent activity, sources, contact links — plus pitch their AI twin for a candid read on your raise.
One-time. Stays unlocked for you.