Casey Kupper, CFP^®

Director of Investment Management and Research, Quest

As Director of Investment Management & Research, Casey provides leadership and management direction for development of investment strategies. He also chairs Quest’s investment committee which currently includes Chris S Young, CFP^® and Mary H Durie, CFP^®. Casey is responsible for developing and implementing the firm’s investment policies and strategies. He is also responsible for investment monitoring and providing training and investment continuing education.

A graduate from the University of North Texas, Casey received a Bachelor of Science in economics. He is a Certified Financial Planner™ professional, a Registered Investment Advisor Agent with Quest and a Registered Representative with Raymond James Financial Services, holding Series 7, 63 and 65 licenses. Additionally, Casey has completed Level I in the Chartered Financial Analyst^® program.

Casey is married to fellow Questor, Michelle, and lives in Frisco with their two children, Emma and Gray. A competitive person, Casey enjoys chess, running and assisting Emma's sports teams. He also takes pleasure in sabermetrics, reading non-fiction and spending time with loved ones.

CFP^® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.