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CastleOak Securities, L.P. Employee Directory

Financial ServicesNew York, United States11-50 Employees

CastleOak Securities, L.P. is a New York City–based boutique investment bank operating in the financial services sector. It provides services in financial advisory, equities and fixed income sales and trading, and capital markets, with guiding principles that include honesty, integrity, and performance. Based in New York City, the firm has a relatively small professional team and focuses on delivering specialized solutions across its lines of business. Its capabilities cover Equity Capital Markets, Debt Capital Markets, and related equity and fixed income sales and trading, alongside financial advisory. The organization emphasizes using market insights and execution expertise to meet clients' objectives within the boutique investment banking landscape.

Find CastleOak Securities, L.P. employees' phone numbers or email addresses

CastleOak Securities, L.P. Global Highlights

Location
Employees

North America
52

Minus sign iconPlus sign icon
  • United States Of America
    52

CastleOak Securities, L.P.'s Leadership

  • Stylized image of a person
    B. T.
    Vice President And Senior Commercial Real Estate Officer
    Mobile Phone
  • Stylized image of a person
    C. D. U.
    Vp Of Trading Operations At Castleoak Securities
    Mobile Phone
  • Stylized image of a person
    S.
    Vice President Manager
    Mobile Phone
  • Stylized image of a person
    T. H.
    Vice President And Senior Commercial Real Estate Officer
    Mobile Phone
  • Stylized image of a person
    F. E.
    Executive Vice President And Chief Technology Officer
    Mobile Phone
  • Stylized image of a person
    E. L.
    Executive Director
    Mobile Phone
  • Stylized image of a person
    K. S.
    Managing Director
    Mobile Phone
  • Stylized image of a person
    S. J.
    Managing Director, Investment Banking & Advisory
    Mobile Phone

CastleOak Securities, L.P. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from CastleOak Securities, L.P.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    F. E.
    Executive Vice President And Chief Technology Officer
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    B. T.
    Vice President And Senior Commercial Real Estate Officer
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. D. U.
    Vp Of Trading Operations At Castleoak Securities
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    S.
    Vice President Manager
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    T. H.
    Vice President And Senior Commercial Real Estate Officer
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    E. L.
    Executive Director
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    K. S.
    Managing Director
    Mobile Phone
    Nov 04, 2025
  • Stylized image of a person
    S. J.
    Managing Director, Investment Banking & Advisory
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    R. C.
    Retired Manager
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    D. B.
    Senior Mortgage Loan Officer
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is CastleOak Securities, L.P. known for?

Minus sign iconPlus sign iconCastleOak Securities, L.P. operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-646-521-****
. Explore CastleOak Securities, L.P.'s company overview page for more information.

What is CastleOak Securities, L.P.'s most common email format?

Minus sign iconPlus sign iconCastleOak Securities, L.P. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CastleOak Securities, L.P. email formats with LeadIQ.

How many employees does CastleOak Securities, L.P. have currently?

Minus sign iconPlus sign iconCastleOak Securities, L.P. has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CastleOak Securities, L.P.'s key employees and leadership?

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As of July 2026, CastleOak Securities, L.P.'s key employees include:

  • Vice President And Senior Commercial Real Estate Officer: B. T.
  • Vp Of Trading Operations At Castleoak Securities: C. D. U.
  • Vice President Manager: S.
  • Vice President And Senior Commercial Real Estate Officer: T. H.
  • Executive Vice President And Chief Technology Officer: F. E.

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