CastleOak Securities Employee Directory

Financial ServicesNew York, United States51-200 Employees

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.

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

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    C. D. U.
    Vp Of Trading Operations At Castleoak Securities
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    J. K.
    Vp Of Finance
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    J. W.
    Head Fixed Income Sales
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    C. M.
    Head Of Marketing
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    J. S.
    Svp/Chief Compliance Officer
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    R. B.
    Partner, Executive Vice President - Head Of Capital Markets & Syndicate At Castleoak Securities
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    M. I.
    Chairman-Advisory Board
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    D. B. B.
    Managing Director And Head Of Legal And Compliance
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Contact profiles from CastleOak Securities

Name
Title
Contact Info
Location
Last Update
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    J. S.
    Svp/Chief Compliance Officer
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    United StatesNew Jersey
    Oct 26, 2025
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    R. B.
    Partner, Executive Vice President - Head Of Capital Markets & Syndicate At Castleoak Securities
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    United StatesNew York
    Oct 22, 2025
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    M. I.
    Chairman-Advisory Board
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    Oct 18, 2024
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    J. W.
    Head Fixed Income Sales
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    United StatesNew York
    Oct 18, 2025
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    D. B. B.
    Managing Director And Head Of Legal And Compliance
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    United StatesNew York
    Oct 22, 2025
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    L. G.
    Managing Director; Head Finance; Finop
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    United StatesNew Jersey
    Jun 19, 2025
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    M. T.
    Executive Vice President & Senior Advisor
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    United StatesNew York
    Jun 17, 2025
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    C. D. U.
    Vp Of Trading Operations At Castleoak Securities
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    United StatesNew York
    Oct 20, 2025
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    J. L.
    Vice President, Directpool
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    United StatesNew York
    Oct 22, 2025
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    C. M.
    Head Of Marketing
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    United StatesNew York
    Aug 28, 2025

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. The company's main headquarters is located in 200 Vesey Street, 4th Floor. 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 89 employees as of December 2025. 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 December 2025, CastleOak Securities's key employees include:

  • Vp Of Trading Operations At Castleoak Securities: C. D. U.
  • Vp Of Finance: J. K.
  • Head Fixed Income Sales: J. W.
  • Head Of Marketing: C. M.
  • Svp/Chief Compliance Officer: J. S.

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