Casey Baum, CFA

Portfolio Manager, Dimensional Fund Advisors Canada ULC

Casey is a portfolio manager based in Dimensional’s Charlotte office. He works as part of a team managing exchange-traded fund strategies across U.S., developed ex U.S., and emerging markets. Prior to joining Dimensional, Casey was a vice president at Morgan Stanley, where he traded structured notes.

A CFA® charterholder, Casey earned an MBA in finance from Fordham University. He also holds a BS in management from Manhattan College.