Casey Barron
Senior Associate
Family Office Management Team
Casey is a valued member of the TwinFocus Family Office Management Team and provides high level support for the various needs of ultra-high-net worth clientele while adhering to our multi-disciplinary approach to wealth management. Casey has over a decade of experience working in Client Services and Operations teams.
Casey graduated from Providence College and earned a Bachelor of Science in Business Administration with a concentration in Marketing. Additionally, she completed Cannon Trust School at Cannon Financial Institute. She is an active member of the Boston Estate Planning Council (BEPC) and is a Massachusetts Notary Public.
Get to know Casey.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
I would study to become a doctor. I have always enjoyed science, and I have a vast knowledge base of health and wellness practices, and I am fascinated by the subject of neuroscience.
What do you enjoy doing outside of work?
I thoroughly enjoy cooking creative and delicious meals. I enjoy volunteering for good causes such as Big Brothers Big Sisters of Eastern Massachusetts. I also love traveling and spending time with my family, friends and my Black Lab, Zoey.
What do you enjoy most about your job?
I enjoy being able to help clients in many areas and I love learning something new every day.
What unique personal skills make you great at your role at TwinFocus?
A strong personal skill of mine is my ability to adapt. Business, technology and policies are constantly changing and evolving, which always requires adaptation. I am also skilled at researching and figuring out pieces to the puzzle using problem solving skills.