About Me

A former senior HR executive in financial services, who has created a Second and Third Act personally, Joe Casey enjoys helping people discover and build meaningful next chapters. He's trained in the proven tools that can unlock and clarify the path forward.

Joe holds three coaching certifications that inform his work with his clients:

1. Designing Your Life Certified Coach
2. Certified Retirement Coach
3. Certified Executive and Organizational Coach

Prior to becoming an executive coach, Joe spent 26 years at Merrill Lynch, where he was most recently SVP, Head of HR for Global Markets and Investment Banking and Merrill Lynch International. At Merrill, Joe held various leadership roles including Managing Director, Chief Operating Officer for Global HR and Head of HR for the ML & Co. Corporate groups.

Joe earned an MA in Gerontology from the University of Southern California; an MS in OD from the University of Pennsylvania; an MA in Executive Coaching from Middlesex University in London; a BA in Psychology from the University of Massachusetts at Amherst and his coaching certification from Columbia University. In college, he was a cartoonist for the daily newspaper and brings visual problem-solving skills - and humor - to his coaching.

He is certified in a variety of assessment tools including the NBI, the Hogan, the Birkman, EQ-I, the EQ-I 360, and the Team Performance Model. Joe is a member of the Institute of Coaching, the International Coaching Federation and the Neuroleadership Institute.

Joe lives with his wife Pat, their four children and three dogs in New Jersey, (halfway between New York City & Philadelphia) and has run 13 marathons including Philadelphia, San Francisco, and Boston.

Joe has been quoted in publications including The Wall Street Journal, Business Insider and CNBC.com on career issues and second careers in retirement, and is a co-host of The Retirement Conversation podcast.