Ongoing Commitment to Community Support & Development

CastleOak, since inception, has regularly donated a portion of its profits in support of charitable and professional organizations focused on the education and development of urban youth and minority executives.

CastleOak plays a broader role in the communities in which we and our clients live and work beyond what we deliver through our core business activities. We do this through educational and professional development, community investment programs and the direct efforts of our employees. By aligning our educational and community investment strategies to our skills and experience as a company, the positive impact of our activity is much more than just a financial contribution. Since inception of the firm, CastleOak has donated approximately $2.8 million in charitable contributions and sponsorships. We are proud of our partnerships with organizations whose missions align with our values and desire to be a positive catalyst for change within the communities we serve.

Internship Program

Our annual summer internship program has become a flagship program for us. We provide a comprehensive banking or sales & trading experience to undergraduate and graduate students, as well as workplace exposure for high school students. The program teaches a number of professional skills, including teamwork, how to interview, working in a professional environment, delivering on job responsibilities, and client relationship development. We are very proud to say that our former interns have gone on to do incredible things, both on Wall Street and beyond.

I hope to repay you through giving my all to my studies. I aim to learn about myself and, in turn, become a more complete person by the time I graduate so that I, too, can leave a positive impact on the community.”
Without your scholarship, I would not have been able to do what I am doing or have the opportunities that I have.”
Your generosity means so much not only to myself, but also to my family.  I want to take full advantage of the opportunities presented to me.”
My time at PENN has definitely been my most transformative years and I wouldn’t have been able to experience them if not for you all.”
Professional Development
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