Our Team

Charlie Casey

(CHAAR-lee KAY-see)



Charlie loves working at the intersection of dedicated philanthropists and inspired nonprofits creating change. Before joining the family firm in 2003, he was an M&A consultant with PricewaterhouseCoopers (PwC) in Chile and held several corporate jobs. His experience with corporate culture inspired him to create an open, caring, and fun environment at PFS—for client foundations as well as team members.

PFS has expanded considerably during more than 20 years of Charlie’s leadership, and he stays focused on nurturing client relationships and maintaining the highest level of responsive, professional service. He also works in the field (we can’t keep him out of it) as a program officer for multiple client foundations; that work dovetails with his programmatic interests in youth development, affordable housing, health systems, and sustainable agriculture.

Charlie serves on the boards of Cypress Lawn Cemetery Association and St. Francis Memorial Hospital, where he chairs the Finance Committee. He has served as board president of Pie Ranch and the Tenderloin Neighborhood Development Corporation (TNDC) and is a former member of the Chile California Council. Charlie has an MBA from Vanderbilt University and a BA in English from Georgetown University. A fifth-generation San Franciscan, he lives in the city with his wife and three daughters. He can often be found at Oracle Park cheering on his beloved Giants.