Profile
Mr. Casey D.
Johnson is a Director of Investment Strategy at Water Oak Advisors LLC.
He also serves as a Senior Portfolio Manager.
He specializes in research, implementation and day-to-day oversight of client portfolios.
Prior to joining the firm, Mr. Johnson was the Director of Research for International Investments at DePrince, Race and Zollo, an institutional asset management firm located in Winter Park, Florida.
During his 15 years at the firm, he was responsible for conducting fundamental research with a focus on Value strategies in both Developed and Emerging Markets.
He received his B.A.
in Economics from the University of Notre Dame and an MBA in Finance and Managemen from Rollins College (Florida).
Former positions of Casey Daniel Johnson
| Companies | Position | End |
|---|---|---|
Water Oak Advisors LLC
 Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments. | Investment Committee Member | 2020-10-22 |
DePrince, Race & Zollo, Inc.
 DePrince, Race & Zollo, Inc. Investment ManagersFinance DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds. | Director of Research - Equity | 2019-03-31 |
Training of Casey Daniel Johnson
| University of Notre Dame | Undergraduate Degree |
| Rollins College (Florida) | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
DePrince, Race & Zollo, Inc.
DePrince, Race & Zollo, Inc. Investment ManagersFinance DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds. | Finance |
Water Oak Advisors LLC
Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments. | Finance |
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