Casey Johnson, MBA

Director of Investment Strategy

Casey Johnson serves as the Director of Investment Strategy at WaterOak Advisors.  Casey is head of the portfolio management team, which is responsible for the research, implementation and day-to-day oversight of client portfolios. Casey also serves as Portfolio Manager for the WOA All Asset Mutual Fund.

Prior to joining WaterOak, Casey was the Director of Research for International Investments at DePrince, Race and Zollo, an institutional asset management firm located in Winter Park, FL. During his 15 years at the firm, Casey was responsible for conducting fundamental research with a focus on Value strategies in both Developed and Emerging Markets.

Originally born in Anchorage, Alaska, Casey was raised and continues to reside in Winter Park, FL with his wife Greer.

COMMITTEE MEMBERSHIP

  • Investment Committee

EDUCATION & DESIGNATIONS

  • MBA in Finance and Management from Rollins College
  • B.A. in Economics from the University of Notre Dame
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