Casey Helbig

Casey serves RiversEdge as Client Service Associate. He works closely with clients to ensure their needs are being met and supports advisors within the daily operations of the firm.

Before joining RiversEdge, Casey spent nearly five years at Goldman Sachs as an Analyst in the Asset & Wealth Management division. He then served for almost two years as a Senior Financial Analyst on the Financial Planning & Analysis team at Qlik. Casey holds both his Series 7 and Series 66 licenses. Casey earned his B.S. in Accounting from Pennsylvania State University.