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 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

Leadership Team

Sales and Client Relationship Management

Trading and Investment Positions

About

Team members

Other teams at CastleOak Securities

Leadership Team

Sales and Client Relationship Management