Casey Drew Shagena

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 05/2017
  Carl Sandburg High School
  Orland Park, CA
• 05/2017 → 08/2018
  Jensen Window Corporation
  Bridgeview, IL
• 09/2018 → 05/2019
  Westmont College
  Montecito, CA
• 06/2019 → 08/2019
  Patamar Capital
  San Francisco, CA
• 01/2020 → 09/2020
  Corner Capital Partners
  Santa Barbara, CA
• 09/2020 → 12/2020
  Sage Publishing
  Thousand Oaks, CA
• 08/2017 → 05/2021
  Westmont College
  Santa Barbara, CA
• 06/2021 → 03/2023
  Mercer Global Advisors Inc.
  Santa Barbara, CA
• 03/2023 → 01/2024
  Mercer Global Advisors Inc.
  Santa Barbara, CA
• 01/2024 → Present
  Mercer Global Advisors Inc.
  Santa Barbara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-03

Other Names

• Casey Drew Jensen