CastleOak Securities Employee Directory

Q: What is CastleOak Securities known for?

CastleOak Securities was founded in 2006. CastleOak Securities operates in the Financial Services industry.

Q: How many employees does CastleOak Securities have currently?

CastleOak Securities has approximately 87 employees.

Financial ServicesNew York, United States51-200 Employees

CastleOak Securities is a boutique investment bank focused on the capital markets, serving a broad array of corporate, governmental and institutional clients. Since its founding in 2006, CastleOak has grown to approximately 75 professionals and has assisted its clients on public offerings totaling over $4 trillion.

Find CastleOak Securities employees' phone numbers or email addresses

CastleOak Securities Global Highlights

North America
74

United States Of America
74

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

CastleOak Securities's Leadership

C. D. U.
Vp Of Trading Operations At Castleoak Securities
Mobile Phone
Email
J. K.
Vp Of Finance
Mobile Phone
Email
J. W.
Head Fixed Income Sales
Mobile Phone
Email
D. C.
Head Of Directpool And Us Credit Trading
Mobile Phone
Email
C. M.
Head Of Marketing
Mobile Phone
Email
J. S.
Svp/Chief Compliance Officer
Mobile Phone
Email
R. B.
Partner, Executive Vice President - Head Of Capital Markets & Syndicate At Castleoak Securities
Mobile Phone
Email
P. D.
Executive Vice President Fixed Income, Partner
Mobile Phone
Email

CastleOak Securities Employee Metrics

100%

50%

2026

2025

Banking
Finance
Community & Social Services
Information Technology
Accounting
Other
Administrative

Contact profiles from CastleOak Securities

Name

Title

Contact Info

Location

Last Update

J. L.
Vice President, Directpool
Mobile Phone
Email
United StatesNew York
Oct 22, 2025
N. F.
Avp Of Information Technology
Mobile Phone
Email
United StatesNew York
Mar 11, 2026
H. B.
Senior Vice President Of Finance
Mobile Phone
Email
United StatesNew York
Feb 12, 2026
C. M.
Head Of Marketing
Mobile Phone
Email
United StatesNew York
Sep 16, 2025
E. M.
Vice President
Mobile Phone
Email
Oct 16, 2024
J. K.
Vp Of Finance
Mobile Phone
Email
United StatesNew York
Jun 27, 2025
D. G.
Director
Mobile Phone
Email
United StatesNew York
Mar 15, 2026
I. B.
Managing Director, Agency Capital Markets
Mobile Phone
Email
Mar 03, 2026
J. K.
Managing Director
Mobile Phone
Email
United StatesNew York
Mar 11, 2026
S. A.
Managing Director
Mobile Phone
Email
United States
Feb 17, 2026

Frequently Asked Questions

What is CastleOak Securities known for?

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 New York, New York 10282 United States. Explore CastleOak Securities's company overview page for more information.

What is CastleOak Securities's most common email format?

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?

CastleOak Securities has approximately 87 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are CastleOak Securities's key employees and leadership?

As of February 2026, 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 Directpool And Us Credit Trading: D. C.
Head Of Marketing: C. M.

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