Matthew Casey

Director, Retirement Consulting

  • Investment Advisors at Portola Creek
  • Matthew heads up Portola Creek Capital's outreach to the ERISA plan market, providing counsel to retirement plan fiduciaries on ESG portfolio management.

    Matthew has over 25 years of extensive advisement to individuals, families, foundations, endowments & privately-held businesses. Matthew’s career has included positions with a San Francisco-based fintech company focused on sustainable investments, ABD Retirement Services, Bank of the West, US Bank, and Northern Trust.

    Matthew earned his degree in Mathematical Economics from the University of New Hampshire - Peter T. Paul College of Business and Economics.

Our Mission is to bring values and ethics to the way we see investments and portfolios.