Experienced professionals with a passion for client service
CastleOak is an independent, leading financial services provider managed by a team of Wall Street veterans with extensive corporate and institutional investor relationships.
Our founding partners have worked together for over two decades, ensuring a long-term commitment to clients and an internal culture of excellence. Our leadership team has extensive experience from some of the most exclusive names on the street, coupled with strong track records of execution. We believe in the power of integrity, teamwork, and exceeding expectations.
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CastleOak is proud to count some of the world’s most recognized brands and industry leaders amongst its client base.
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