CastleOak Securities
Matthew Buchanan, CFA has a strong background in fixed income sales and trading. Matthew has experience working at reputable companies like CastleOak Securities, KeyBanc Capital Markets, PIMCO, Aegon USA Investment Management, Logan Circle Partners, and Delaware Investments. Matthew has held various roles such as Head of U.S. Investment Grade Credit, Portfolio Manager, Financials Trading, and Investment Grade Bond Trader. Matthew is a skilled professional with expertise in esoteric securities valuation and a strong educational background from Kent State University and The College of Wooster.
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.