Jim Casey

Jim Casey is the founder, president, and chief executive officer of Integrated Wealth Management, an independent financial advisory and wealth management firm that works with individuals, businesses, and nonprofit organizations. The firm was established in 1995, and has offices in Palm Springs, Palm Desert, Newport Beach, California, as well as Boise, Idaho and Anchorage, Alaska. Mr. Casey began his financial career on Wall Street in 1986. In 1995, Mr. Casey founded Physicians Asset Management to handle the needs of high-net-worth medical professionals and physician groups. Prior to that he was the western United States regional vice president for AMA Investment Advisors, a wholly owned subsidiary of the American Medical Association and the group from which he established Physicians Asset Management. Mr. Casey holds bachelors’ degrees in business and psychology from the State University of New York at Binghamton. He has served on the executive boards of Desert AIDS Project, Palm Springs International Film Festival, and Palm Springs Art Museum, and has provided strong support to an array of other local nonprofits including Screen Actors Guild Foundation, The Actors Fund, La Quinta Arts Foundation, The Living Desert, McCallum Theatre, among many others. Jim Casey died Monday May 1 2017.