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CastleOak Securities Employee Directory

Financial ServicesNew York, United States51-200 Employees

CastleOak Securities is a New York City–based boutique investment bank that concentrates on capital markets, serving corporate, governmental, and institutional clients. Founded in 2006, the firm has a professional team of about 75 people and has supported clients in public offerings totaling more than $4 trillion. It operates within the financial services sector and is headquartered at 200 Vesey Street in New York, New York. 
In February 2024, a managing director departed CastleOak Securities to join a $254 billion pension fund. The executive had previously served as interim director of the EM program at the firm.

Find CastleOak Securities employees' phone numbers or email addresses

CastleOak Securities Global Highlights

Location
Employees

North America
70

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  • United States Of America
    70

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

CastleOak Securities's Leadership

  • Stylized image of a person
    M. I.
    Chairman-Advisory Board
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  • Stylized image of a person
    J. S.
    Vice President
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  • Stylized image of a person
    E. M.
    Vice President
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  • Stylized image of a person
    I. B.
    Managing Director, Agency Capital Markets
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  • Stylized image of a person
    K. N.
    Director Of Business Development
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    J. G.
    Managing Director, Investment Banking
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  • Stylized image of a person
    K. S.
    Managing Director
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  • Stylized image of a person
    M. G.
    Managing Director
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CastleOak Securities Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Information Technology
  • Accounting
  • Other
  • Administrative
  • Entrepreneurship

Contact profiles from CastleOak Securities

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. I.
    Chairman-Advisory Board
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    J. S.
    Vice President
    Phone icon
    May 11, 2026
  • Stylized image of a person
    E. M.
    Vice President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    I. B.
    Managing Director, Agency Capital Markets
    Phone icon
    Jun 30, 2026
  • Stylized image of a person
    K. N.
    Director Of Business Development
    Phone icon
    May 02, 2026
  • Stylized image of a person
    J. G.
    Managing Director, Investment Banking
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    Jul 15, 2026
  • Stylized image of a person
    K. S.
    Managing Director
    Phone icon
    Nov 04, 2025
  • Stylized image of a person
    M. G.
    Managing Director
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    O. B.
    Managing Director
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    Oct 17, 2024
  • Stylized image of a person
    C. D.
    Investment Banking Summer Analyst
    Phone icon
    Jun 27, 2026

Frequently Asked Questions

What is CastleOak Securities known for?

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CastleOak Securities was founded in 2006 operates in the Financial Services industry. Explore CastleOak Securities's company overview page for more information.

What is CastleOak Securities's most common email format?

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

How many employees does CastleOak Securities have currently?

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CastleOak Securities has approximately 91 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are CastleOak Securities's key employees and leadership?

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

  • Chairman-Advisory Board: M. I.
  • Vice President: J. S.
  • Vice President: E. M.
  • Managing Director, Agency Capital Markets: I. B.
  • Director Of Business Development: K. N.

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