Emily Casey manages the Retirement Plans Services Group at Sage Rutty. Her responsibilities include managing enrollments for corporate 401K clients and group retirement education meetings. Overseeing the fiduciary reviews, managing communications and coordinating service with vendors and third party administrators keeps her in tune with the corporate marketplace. Emily is a Certified Financial Planner™ and Accredited Investment Fiduciary® designee and holds a Bachelor’s Degree from the State University of New York College at Geneseo. She currently holds several securities licenses through the Financial Industry Regulatory Authority (FINRA) and is licensed with the New York State Insurance Department. Active in our community, Emily is a member of the Rochester Hearing and Speech Center Board of Directors and serves as a Pension Trustee. She is a founding member and Co-Chairperson of the CFC Rising Leaders Board of Directors, a member of Toastmasters, and the Corporate Sponsorship Liaison for the American Diabetes Association’s Tour de Cure. In her free time, Emily enjoys traveling, kayaking, and working on her house in the North Winton neighborhood.
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