Real Estate Private Wealth West Retreat

Casey is a Principal and Senior Investment Consultant in the Phoenix office of Mercer’s Wealth Business. Casey has over 25 years of experience working with a broad range of financial institutions and institutional investors focusing on financial intermediary and multi-family office clients. His work with these clients includes; asset allocation, portfolio construction, investment manager evaluation, selection and monitoring, and creating multi-manager portfolios. He is a member of Mercer’s Internal Wealth Management Strategic Research Team and a voting member of the Wealth Management Investment Committee. Casey is a frequent speaker at national industry conferences and events, addressing a wide variety of topics. Prior to Mercer, Casey was Senior Vice President at Infinity Capital Partners specializing in alternative investments with advisor firms, family offices and institutions. He has also held leadership roles at notable investment firms focused on asset allocation, manager research, and portfolio construction. Casey graduated from Southern Methodist University in Dallas, TX with a BBA in finance from the Cox School of Business. 

Danielle Louton is a Partner at Summit Trail Advisors, where she collaborates with successful entrepreneurs, business owners, and their families to develop and implement sophisticated wealth management strategies. Her expertise spans tax planning, wealth transfer planning, impactful philanthropic planning, and family governance, making her an invaluable resource for enterprising families aiming to achieve their life and legacy goals. Before transitioning to the financial services industry, Danielle practiced law at Baker & Daniels (now known as Drinker Faegre), specializing in multi-generational estate planning. She later served as the Head of Wealth Planning Services for BNP Paribas’ Bank of the West’s Key
Client Group, where she led efforts to provide wealth planning to ultra-high net worth clients and their families.

Greg Babij, Chief Investment Officer, Sundial Wealth & Sundial Real Estate Partners Greg is Sundial’s co-founder and Chief Investment Officer. Sundial Wealth is a boutique wealth management and investment solutions firm that serves family offices and ultra-high net worth investors. Prior to launching Sundial, Greg was the CEO of Ascent Systematic Advisors (systematic equity trend following) and simultaneously the OCIO for a Miami based single family office of a Fortune 500 CEO. Prior to Ascent, Greg was the co-founder and CEO of Bunkport Capital (equity momentum/trend). Greg also previously served as a founding partner and CEO of Trutino Capital Management (macro & fixed income arbitrage). Greg was previously associated with AVM LP / III Capital Management for 10 years. Before joining AVM LP, Greg spent 8 years at Deutsche Bank in the fixed income derivatives and asset management divisions. Greg began his career as a High Yield Corporate Finance Analyst at Bankers Trust Company. Greg graduated from Bucknell University with a BS in Civil Engineering in 1995 and is a CFA charter holder.

John Bullman is the Chief Investment Officer at LGT Financial Advisors, LLC. With over 20 years of experience in the investment management industry, he is a key member of the team. As a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) designee, John brings significant expertise in managing investment risk and constructing effective portfolios. He is responsible for assisting the Financial Advisory team with investment recommendations aligned with clients' goals and risk expectations.

Mike Amine's goal is to develop and maintain a professional business atmosphere in the agency, with a focus on high ethical standards. As the managing partner, he is responsible for recruiting professional sales personnel for the agency and developing marketing plans to help these representatives reach their career goals. The agency strives to provide excellent service, specially focused on quality customer contact. We aim to become a lifetime resource for each and every client. 

Neil advises the Legacy team on investment strategy, asset allocation, and manager selection across public and private asset classes. He holds the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Institute's Phoenix chapter. He also has an MBA in Finance from Indiana University and bachelor's and master’s degrees in engineering. Neil’s prior experience includes several years as Chief Investment Officer at private wealth advisory firms as well as a multi-sector analyst at a large regional investment bank/broker dealer.

Neil focuses on developing holistic, goal-based investment strategies across public and private markets to address asset preservation, growth and lifestyle needs of private clients. He is also a certified professional leadership/business/life coach through the International Coaching Federation (ICF).

Neil has over 25 years of experience investing in public and private capital markets across equities, fixed income, alternatives, private equity, venture capital, and private real estate. 

Mr. Braffman is a member of the Private Markets Investment Committee and serves on the Global Investment Council. He leads the real estate investment practice and is responsible for real estate sourcing and underwriting activities. Prior to joining GCM Grosvenor, Mr. Braffman was a Partner in the Customized Fund Investment Group of Credit Suisse Group AG. Previously, he was a Senior Vice President at Zurich Alternative Asset Management, where he was responsible for sourcing, underwriting and executing U.S.-based real estate investments. Prior to joining Zurich Alternative, Mr. Braffman was a Vice President in the Merger and Strategic Advisory Group at Goldman Sachs, where he advised corporate clients on structured real estate valuations, monetizations and dispositions of their directly owned and used assets. Prior to joining Goldman Sachs, he was an Associate at Kirkland & Ellis LLP and focused on merger, securities and asset-backed law. Mr. Braffman holds a Bachelor of Arts in Biology and History from the University of Rochester, a Master of Business Administration from Northwestern University Kellogg School of Management, and a Juris Doctor from Northwestern University School of Law.