Brian Johnson is a Managing Director with experience in institutional sales, specializing in serving public entities, corporations, and financial institutions. Brian has worked at CastleOak Securities, Oppenheimer & Co. Inc., and Wells Fargo, where Brian held various senior-level positions. Brian excels in providing portfolio analysis, developing investment and risk management strategies, and executing trades in whole loan and security portfolios.
CastleOak Securities
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.