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

M&a Advisory Energy & Infrastructure Director, Executive Director, Or Managing Director

Private Placements Director, Executive Director, Or Managing Director

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

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

Trading and Investment Positions

Sales and Client Relationship Management

Leadership Team

About

Team members

Other teams at CastleOak Securities

Trading and Investment Positions

Sales and Client Relationship Management