Casey Cotton comes to Arete Wealth with over 20 years of experience with the last 14 years being spent in the financial services industry. He has served in a similar capacity throughout his career at an independent Broker Dealer, Registered Investment Advisory firm, and Insurance Field Marketing Organization. As an expert in the design and delivery of cost-effective, high-performance technology solutions in support of rapid growth, Casey is an integral member of the Executive Team and a business partner building team-centered operating units, with excellent business process and strategy development skills.
He holds various technology certificates, carries his series 7, California Health & Life License and has received distinguished awards to include: 2018 Top Tech Execs San Diego Lifetime Achievement Honoree, 2013 Top Tech Exec San Diego Honoree in the Private Medium category, and has also served as a Top Tech Exec San Diego judge and on the Advisory Board. Casey was also highly involved in the Financial Services Institute, a nationally recognized industry organization representing Independent Broker Dealers in Washington DC by serving on both the Operations/Technology Council and Cybersecurity taskforce as Chairman.
Casey earned his B.A. in Business Communications from Concordia University of Wisconsin. Serving our country in the United States Marine Corps, Casey was awarded the Navy Unit Commendation and the Meritorious Unit Commendation medals for superior work performance and ethics. Casey currently lives in San Diego, California with his wife, and his two boys. He enjoys volunteering in the community teaching youth leadership skills and core values – Accountability, Community, Humility, Integrity, Meritocracy, and Respect.