Michael Casciano

Helping RIAs Push Less Buttons

Mike began his career in financial services as an advisor in 2005. After two years of building his own practice, he joined BlackRock in 2007. He was an internal and external wholesaler for 8 years then helped launch the retail portfolio consulting business in 2015. In 2021 he was asked to lead model distribution efforts through a joint partnership with 55ip, a fintech company specializing in automated rebalancing, tax and risk management. In 2022 Mike joined Principal Asset Management to build and launch a muti-manager model portfolio platform. He also created partnerships with third-party technology companies to combine models, equity direct index and individual bonds into one holistically managed account. In 2023 he founded EVO Wealth Consulting to help RIAs "push less buttons" through education and implementation of emerging technology and process enhancements. In 2024 Mike launch RIA C-Suite, a content resource for RIA leadership and advisors, to raise awareness about what is possible for truly differentiated advisor and client experiences.