CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities.  Since its founding in 2006, CastleOak has grown to approximately 50 professionals and has assisted its clients on public offerings totaling over $3 trillion.

Banking

Investment Management

Trading & Exchanges

CastleOak Securities

CastleOak Securities' headquarters in New York, United States

David Jones

Patrick Decatalogne

James Guardino

Robert Bacon

David Boyd Booker

Jeff Skinner

Andrew Schwenk

Shawn Jackson

Kisti S.

Will McNeely

Luis Gomez

Brian Johnson

Castleoak Marketing

Itai Benosh

The Leadership Team at CastleOak Securities is responsible for guiding the strategic direction and operational excellence of the firm. Comprising experienced professionals across various disciplines, including compliance, trading, capital markets, and investment banking, they collaborate to ensure regulatory adherence, drive business growth, and enhance client relationships. Their collective expertise shapes the company’s initiatives in navigating the complex capital markets, ultimately reinforcing CastleOak's commitment to delivering exceptional value to clients.

Leadership Team

The Trading and Investment Positions team at CastleOak Securities is responsible for executing trades and managing investment strategies across fixed income, equity, and money market securities. This team leverages its expertise in electronic trading platforms and market analysis to optimize transactions for corporate, governmental, and institutional clients, ensuring effective capital market solutions and maximizing returns on investment.

Trading and Investment Positions

The Sales and Client Relationship Management team at CastleOak Securities is responsible for developing and nurturing relationships with corporate, governmental, and institutional clients. They focus on understanding client needs, providing tailored financial solutions, and facilitating communication between clients and the firm’s capital markets offerings. This team plays a crucial role in driving sales and ensuring client satisfaction, ultimately contributing to the firm's growth and success in the capital markets.

Sales and Client Relationship Management

CastleOak Securities

Org chart

Teams

Leadership Team

Trading and Investment Positions

Sales and Client Relationship Management

Offices

CastleOak Securities

Org chart

Teams

Leadership Team

Trading and Investment Positions

Sales and Client Relationship Management

Offices

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