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

David Jones

Private Capital Advisory, Managing Director

Will McNeely

William Enright

Mitesh Kaphle

Luis Gomez

James Guardino

Brian Johnson

Castleoak Marketing

Jonathan Schultz

Christopher della Universita

Itai Benosh

Jon Highum

Andrew Schwenk

Leadership Team

Trading and Investment Positions

Sales and Client Relationship Management

Teams at CastleOak Securities

Leadership Team

Trading and Investment Positions

Sales and Client Relationship Management