Casey Bates

Casey Bates is a seasoned financial professional with extensive experience in strategic growth and integration within the wealth management sector. Currently serving as Managing Director of Strategy & Growth at Concurrent since April 2023, Casey empowers advisors to operate independently while optimizing their client relationships. Prior experience includes a role as Vice President at Goldman Sachs Personal Financial Management, where Casey successfully integrated United Capital following its acquisition and devised impactful growth initiatives. During a notable 15-year tenure at United Capital Financial Advisers, Casey contributed to the firm's transformation from a small RIA to a prominent wealth management entity, significantly increasing assets under management from $500 million to $25 billion. Additional roles in operations and management at Wash Guru further highlight Casey's diverse expertise. Education includes a Bachelor of Business Administration in Finance from Texas A&M University-Corpus Christi and a Master of Science in Financial Planning from East Texas A&M University.