Casey Hoffman
Vice President, Private Equity Business Development at ContinuServe | Tampa, Florida, United States
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Casey Hoffman serves as the Director of Private Equity & Venture Capital within the Office of the CFO Services at Consero Global, where he plays a pivotal role in transforming the financial infrastructure of high-growth businesses. With a focus on SaaS, tech-enabled services, and multi-location healthcare services, Casey collaborates closely with founders, CEOs, CFOs, and investors to deliver innovative Finance-as-a-Service (FaaS) solutions. By providing scalable and modernized financial operations, he helps institutionally-backed companies navigate the complexities of their financial landscapes, particularly in early-stage and growth equity environments.
At Consero Global, a pioneer in the FaaS category backed by BV Investment Partners, Casey is at the forefront of disrupting traditional finance department setups for private equity and venture capital-backed firms. His expertise lies in leveraging cutting-edge technology and streamlined processes to enhance financial management, enabling clients to focus on strategic growth rather than administrative burdens. Key projects under his leadership include the implementation of advanced financial systems that integrate seamlessly with clients' existing operations, thereby optimizing asset allocation and investment management strategies.
Casey’s extensive skill set encompasses a wide range of financial disciplines, including capital markets, mutual funds, and wealth management. His ability to provide tailored financial advisory services ensures that clients receive the insights and support necessary to thrive in competitive markets. By fostering strong relationships and delivering exceptional service, Casey Hoffman is not only enhancing the operational efficiency of his clients but also contributing to the broader evolution of finance in the private equity and venture capital sectors.
Vice President, Private Equity Business Development at ContinuServe in April 2025 to Present
Account Executive, Gartner Invest for Asset Managers at Gartner in March 2019 to May 2021
Client Manager, Gartner Invest for Asset Managers at Gartner in May 2016 to March 2019
Senior Associate, Investment Consulting at Segal Rogerscasey in October 2011 to May 2016
Associate, Investment Consulting at Segal Rogerscasey in September 2007 to September 2011
Associate, Marketing Strategy at J&J Marine Yacht Sales in January 2007 to August 2007
Intern, Research & Grant Proposals at Yale University Careers in December 2003 to June 2006
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Asset Allocation
Investments
Pensions
Alternative Investments
Hedge Funds
Fixed Income
Investment Advisory
Equities
Asset Managment
Portfolio Management
Capital Markets
Private Equity
Mutual Funds
Investment Management
Investment Strategies
Financial Advisory
Wealth Management
Asset Management
Banking
TMT sector
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Discover more about ContinuServeWhat is Casey Hoffman email address?
Email Casey Hoffman at [email protected]. This email is the most updated Casey Hoffman email found in 2026.
What is Casey Hoffman phone number?
Casey Hoffman phone number is +12035062524.
How to contact Casey Hoffman?
To contact Casey Hoffman send an email to [email protected]. If you want to call Casey Hoffman try calling on +12035062524. (updated on October 29, 2024)
What company does Casey Hoffman work for?
Casey Hoffman works for ContinuServe
What is Casey Hoffman's role at ContinuServe?
Casey Hoffman is Vice President, Private Equity Business Development
What industry does Casey Hoffman work in?
Casey Hoffman works in the Financial Services industry.
Casey Hoffman Email Addresses
Casey Hoffman Phone Numbers
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