Casey Quirk Appoints New Partners: Jeffrey Levi, Jeffrey Stakel, and Justin White

DARIEN, Conn., July 8, 2014 /PRNewswire/ -- Casey, Quirk & Associates LLC, a leading management consulting firm to the global asset management industry, today announced the appointments of Jeffrey A. Levi, Jeffrey B. Stakel, and Justin R. White as partners, effective immediately.

"These appointments recognize the significant contributions all three have made as directors at Casey Quirk to the firm's business growth," said Yariv Itah, managing partner. "They continue to produce outstanding work in serving Casey Quirk's clients, which include many of the world's leading traditional and alternative asset managers."

Since the beginning of 2009, Casey Quirk has tripled its revenues and consulting staff and has advised a majority of the 50 largest investment management organizations worldwide.

Mr. Levi, 34, has 12 years of industry experience and joined Casey Quirk in 2008. He oversees Casey Quirk's Knowledge Center, the firm's proprietary industry intelligence platform, leads the firm's retail investment focus, and recently co-authored the whitepaper Retooling U.S. Intermediary Sales: New Advisor Targeting Strategies, published in May 2014. He graduated with a B.A., summa cum laude, in Economics from Ithaca College and received his M.B.A. from the Yale School of Management.

Mr. Stakel, 35, has 11 years of industry experience and joined Casey Quirk in 2009. He specializes in next generation fixed income product design and co-authored the whitepaper When the Tide Turns: Building Next Generation Fixed Income Managers in May 2013. Jeff graduated with a B.B.A. in Finance and Operations Management from the University of Massachusetts at Amherst and earned an M.B.A with a concentration in Strategy and Decision Sciences from Duke University's Fuqua School of Business.

Mr. White, 35, has 14 years of industry experience and joined Casey Quirk in 2008. Justin focuses on the defined contribution and retail segments and also recently co-authored Retooling U.S. Intermediary Sales: New Advisor Targeting Strategies. He graduated with a B.A. in Economics and Political Science from the University of Rochester and received his M.B.A. from the Stern School of Business at New York University.

About Casey, Quirk & Associates LLC

Casey Quirk is a management consultant that focuses solely on advising investment management firms.  Casey Quirk's work with senior leadership teams includes broad business strategy reviews, investment positioning and strategy, market opportunity evaluations, organizational design, ownership and incentive structuring, and transaction due diligence.  In the past five years, Casey Quirk has advised a majority of the 50 largest investment management organizations worldwide. For more information please visit www.caseyquirk.com. 

SOURCE Casey, Quirk & Associates LLC

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