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

James Guardino

Private Capital Advisory, Director

Jeff Skinner

Will McNeely

Luis Gomez

Robert Bacon

Patrick Decatalogne

Brian Johnson

Castleoak Marketing

Kisti S.

David Boyd Booker

Itai Benosh

Andrew Schwenk

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

This department provides strategic direction and oversight for the organization's operations and initiatives.

Executive Leadership

This department focuses on providing financial advisory services, including capital raising, mergers, and acquisitions.

Investment Banking

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

This department is responsible for managing and facilitating fixed income transactions, including sales, trading, and analysis.

Fixed Income Operations

This department provides strategic direction and oversight for the organization.

CastleOak Securities

Org chart

Teams

Leadership Team

Executive Leadership

Investment Banking

Trading and Investment Positions

Fixed Income Operations

Leadership Group

Offices

CastleOak Securities

Org chart

Teams

Leadership Team

Executive Leadership

Investment Banking

Trading and Investment Positions

Fixed Income Operations

Leadership Group

Offices

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