Locust Capital provides wealth management and advisory services to select clients

William F. Casey III – wcasey@locustcap.com

Bill Casey has been an investor and advisor to LCM since inception and joined LCM as a managing partner in 2009 after a successful corporate finance career. Bill has held senior management positions at some of the most respected global financial institutions including: GMAC, Merrill Lynch, Salomon Smith Barney, Union Bank of Switzerland and Mellon Bank. Bill’s reputation for hard work and aggressive pursuit of results led to a variety of successful leadership assignments in Zurich, London, Brussels, New York, Toronto and Philadelphia. Bill’s technical background in global banking, asset/liability management, and investments as well as his vast administrative experience compliments the partnership at LCM.

Mr. Casey graduated from Lafayette College with a B.A. in Economics/Finance and Temple University’s Executive MBA program.

In addition to being active in squash and golf, Mr. Casey is active in the community where he volunteers his time to the Bacharach Hospital Foundation as Board Member and St. Genevieve Catholic Church where he is a past Parish Finance Council Member, and CYO Board Member. Having been raised in South Jersey, Bill has settled in Wyndmoor, PA where he and his wife are raising three children.

Augustine A. Repetto, MST, CFP® - arepetto@locustcap.com

Mr. Repetto is the co-founder of Locust Capital Management. He has extensive knowledge and expertise in both investment and tax planning for high net worth families. Mr. Repetto began his career on Wall Street working for several multinational financial institutions including PaineWebber, Bank of New York, and DB Alex Brown. He has been a partner in a wealth and tax advisory firm in Philadelphia, PA and prior to co-founding LCM; he was a Senior Vice President for a multi-family integrated financial service firm in Red Bank, NJ.

Mr. Repetto is a Certified Financial Planner™ and holds a Masters in Taxation from Villanova University. He also holds a Bachelor of Science from the McDonough School of Business at Georgetown University with a focus in Finance and Marketing. He is a member of the National Association of Personal Financial Advisors (NAPFA), the CFP Certified Board of Standards, and a MD Preferred Financial Advisor.

Mr. Repetto is an active community member and serves on the fundraising committee for the Gesu School. He lives in Philadelphia with his wife Christy and two sons. He is an avid sportsman and has a passion for cooking Italian cuisine.

Andrew W. Purcell - apurcell@locustcap.com

Mr. Purcell is the co-founder of Locust Capital. He has most recently spent several years with a global commercial bank as a banking officer before co-founding Locust Capital Management. Prior to this experience, Mr. Purcell spent six years working in business development for a well known securities litigation firm where his time was largely spent monitoring securities portfolios for retail and institutional clients. He also completed a multi-year training program with Prudential Securities in New York City and became a NASD licensed securities trader.

Mr. Purcell has an MBA from Drexel University and graduated Beta Gamma Sigma. He also attended Episcopal Academy and has a Bachelor of Arts in History from Hobart College.

Mr. Purcell is a lifelong Philadelphia area resident. He is racquet sport and golf enthusiast, and is an active member of the Racquet Club of Philadelphia where is chairs the Tennis Committee. He lives in Penn Valley with his wife Melissa.


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