Casey Cortese is an entrepreneurial leader with an extensive background in philanthropy, experiential marketing and event management. As the Managing Director for Charles Schwab Community Services and Charles Schwab Foundation, she champions the firm’s philanthropic efforts, overseeing the day to day operations of the Foundation as well as their deep employee community engagement initiatives.
Prior to this, Ms. Cortese led her own brand engagement firm, The Sweet Spot Agency, LLC, where she helped both businesses and nonprofit organizations create deeper and more effective customer engagement and brand activation strategies.
Earlier Ms. Cortese acted as Vice President of Marketing for Transamerica’s Active Lifestyle unit. In this capacity she developed and implemented integrated marketing plans and strategic partnerships for advancing a new direct to consumer business.
Casey also spent 15 years with Janus Capital Group. As Vice President of Experiential Marketing, Ms. Cortese set the strategic direction for the firm’s national sponsorship and community relations initiatives, as well as client events. In support of the firm’s growth strategies she constructed and activated a diverse portfolio of partnerships with iconic brands such as IRONMAN®, Life Time Fitness, Competitor Group, Warren Miller Films, Jazz Aspen, Cherry Creek Arts Festival, and more. As part of her duties she held the prestigious role as president of The Janus Foundation, guiding the firm’s philanthropic efforts centered on advancing public education.
Throughout her career Casey has worked with a diverse range of community organizations, and currently sits on the national board of directors of Jump$tart Coalition, and the advisory committee for Women for Tri. Her past board involvement includes a mayoral appointment to the Denver Office of Strategic Partnerships, and board roles with B:CIVIC, Colorado Succeeds, Junior Achievement of the Rocky Mountain Region, Big Brothers Big Sisters of Colorado, Colorado Ballet, the Colorado Business Committee for the Arts, Curious Theatre Company, and the Colorado Festivals and Events Association.
Ms. Cortese is responsible for the creation of many award-winning sponsorship and community programs, most notably the Janus Charity Challenge, which raised nearly $55 million for hundreds of charities through the sport of triathlon.
In her free time, Casey is passionate about travel, running and dance. Casey’s biggest personal accomplishment is the Triple 7 Quest, where in 2015 she completed seven half-marathons and one full marathon on seven continents in 11 consecutive days to benefit Girls on the Run of the Rockies.