A lifelong fascination with money coupled with a strong entrepreneurial spirit have taken Jim Casey from college graduate to ownership of Physicians Asset Management and Integrated Wealth Management, two of the country’s fastest growing and most highly regarded wealth management and investment counseling organizations, in just two decades.

In 1987, upon graduating cum laude from the State University of New York at Binghamton with a dual major in psychology and business, Casey entered the Integrated Resources Equity Corporation (IREC) training program. By early the following year, he’d been promoted to Senior Investment Analyst for IREC’s subsidiary, Integrated Financial. In mid-1989, Casey joined AMA Investment Advisors, a wholly owned subsidiary of the American Medical Association, as Regional Vice President for the western United States.

Upon learning that the AMA planned to diversify their holdings, Casey made an offer to purchase the western region, which was accepted in early 1996. From this foundation, he created Physicians’ Asset Management, Inc. to handle the financial needs of high net worth medical professionals, corporations and foundations.

In 2001, Casey was hired by the Screen Actors Guild Foundation to manage that organization’s financial growth. He established Integrated Wealth Management as a division of Physicians’ Asset Management, Inc. to meet their needs as well as those of other entertainment professionals and non-medically related high net worth clients.

In 2007 Physicians Asset Management, Inc. was officially renamed Integrated Wealth Management, Inc. The growth of the firm has been stellar, with over a 260% increase in assets under management since 2002. The November 3, 2006 issue of Medical Economics magazine included Casey on its list of The 150 Best Financial Advisors for Doctors. And, in both 2005 and 2006, Integrated Wealth Management earned a coveted spot on the Bloomberg Wealth Manager Annual Ranking of America’s Top Wealth Managers. Casey serves as President/CEO of both firms.