Firm Specialists Biographies

Alison Casey
Director of Operations

About Alison Casey

As Operations Director for Baystate Financial, Alison Casey is responsible for overseeing the Firm operations on a daily basis. Her mission is to maximize resources and streamline processes and efficiencies while ensuring proper protocols and Firm integrity are maintained.

Alison relies on her 30 years of financial services industry experience to lead and empower a highly skilled group of staff associates. She and the operations team oversee client engagement activities, human resource management and facilities operations.

Prior to joining Baystate, Alison was an Operations Manager at Strategic Financial Partners, and worked for Oxbow Corporation in their petroleum products trading division. She earned a Bachelor of Science in Management from Bentley University.

A Massachusetts native, Alison currently resides in Westwood, MA. She is an active member of IAABO and former youth sports board member of Westwood Soccer and Westwood Basketball. She enjoys running, hiking and spending time with her two children and dog.