CastleOak has an MBE certification from the National Minority Supplier Development Council (NMSDC)
https://nmsdc.org/
More Firms Start Muni Teams
It must be "Build or Expand Your Muni Team" week.
More Firms Start Muni Teams
It must be "Build or Expand Your Muni Team" week.
CastleOak Securities Hires Municipal Finance And Sales And Trading Team
CastleOak Securities, L.P., a leading New York‐based boutique investment firm, today announced the hiring of a team of six municipal finance and institutional sales and trading specialists.
CastleOak Securities Hires Municipal Finance And Sales And Trading Team
CastleOak Securities, L.P., a leading New York‐based boutique investment firm, today announced the hiring of a team of six municipal finance and institutional sales and trading specialists.
CastleOak Securities Appoints Donna Sims Wilson To Its Management Team As Executive Vice President
CastleOak Securities, L.P., a leading New York‐based boutique investment bank, today announced that Donna Sims Wilson has joined the firm as Executive Vice President.
CastleOak Securities Appoints Donna Sims Wilson To Its Management Team As Executive Vice President
CastleOak Securities, L.P., a leading New York‐based boutique investment bank, today announced that Donna Sims Wilson has joined the firm as Executive Vice President.
Black Enterprise Magazine recognizes CastleOak Securities CEO David Jones as an “Intelligent Performer.” Among other leaders recognized include Matthew Carter, President of Sprint 4G; Entertainer Ne-Yo; and Mellody Hobson, President of Ariel Investments.
Black Enterprise Magazine recognizes CastleOak Securities CEO David Jones as an “Intelligent Performer.” Among other leaders recognized include Matthew Carter, President of Sprint 4G; Entertainer Ne-Yo; and Mellody Hobson, President of Ariel Investments.
David R. Jones, CEO of CastleOak Securities, Recipient of Boston University School of Management 2010 Distinguished Alumni Award
Each year, Boston University School of Management honors alumni who have made significant contributions to their profession, their community, and the School. This year, the School has named CastleOak Securities CEO David R. Jones (BSBA ’86) as a recipient of its 2010 Distinguished Alumni Award.
David R. Jones, CEO of CastleOak Securities, Recipient of Boston University School of Management 2010 Distinguished Alumni Award
Each year, Boston University School of Management honors alumni who have made significant contributions to their profession, their community, and the School. This year, the School has named CastleOak Securities CEO David R. Jones (BSBA ’86) as a recipient of its 2010 Distinguished Alumni Award.
CastleOak Securities Announces Creation of Advisory Board
CastleOak Securities, a leading New York-based boutique investment bank, today announced the formation of an Advisory Board comprised of three senior business executives who will provide insight, guidance and perspective to CastleOak’s management team as it further builds upon its long-term strategy and continues to execute its plans for growth.
CastleOak Securities Announces Creation of Advisory Board
CastleOak Securities, a leading New York-based boutique investment bank, today announced the formation of an Advisory Board comprised of three senior business executives who will provide insight, guidance and perspective to CastleOak’s management team as it further builds upon its long-term strategy and continues to execute its plans for growth.
Castleoak Securities Continues Strategic Growth: Adds Treasury, Agency & Money Markets Team And Establishes West Coast Presence
CastleOak Securities, L.P., a leading boutique investment bank, announced today its continued expansion with the addition of an Agency, Treasury and Money Markets team.
Castleoak Securities Continues Strategic Growth: Adds Treasury, Agency & Money Markets Team And Establishes West Coast Presence
CastleOak Securities, L.P., a leading boutique investment bank, announced today its continued expansion with the addition of an Agency, Treasury and Money Markets team.
Castleoak Securities Added To Russell’s Commission Recapture Network
CastleOak Securities, L.P. announced that it has been added to Russell Investments’ global broker network for equities and fixed income products.
Castleoak Securities Added To Russell’s Commission Recapture Network
CastleOak Securities, L.P. announced that it has been added to Russell Investments’ global broker network for equities and fixed income products.
Trading Up-On Someone Else’s Software and Servers (Securities Industry News)
Marlon Weems is a managing director for equity sales and trading at CastleOak Securities, a 40-person, New York-based, boutique investment bank. He firmly believes his firm is saving money, serving clients better and becoming far more efficient-by not investing in technology to be maintained on-site.
Trading Up-On Someone Else’s Software and Servers (Securities Industry News)
Marlon Weems is a managing director for equity sales and trading at CastleOak Securities, a 40-person, New York-based, boutique investment bank. He firmly believes his firm is saving money, serving clients better and becoming far more efficient-by not investing in technology to be maintained on-site.
4.450% Notes due 2031
4.200% Notes due 2031
5.625% Notes due 2056
4.650% Notes due 2033
6.625% PerpNC5 Notes
4.700% Notes due 2036
5.600% Notes due 2066
FRN due 2028
3.875% Notes due 2028
4.100% Notes due 2030
4.375% Notes due 2032
4.700% Notes due 2035
5.350% Notes due 2045
5.450% Notes due 2055
5.700% Notes due 2075
2.375% Euro Notes due 2028
2.875% Euro Notes due 2031
3.125% Euro Notes due 2034
3.500% Euro Notes due 2038
4.000% Euro Notes due 2044
4.375% Euro Notes due 2064
.svg.avif)
3.250% Euro Notes due 2035
.svg.avif){kind=logo}
FRN due 2031
4.619% Notes due 2031
5.133% Notes due 2036
4.200% Notes due 2030
4.600% Notes due 2032
4.875% Notes due 2035
5.500% Notes due 2045
5.625% Notes due 2055
5.750% Notes due 2065
5.869% Notes due 2035
.svg.avif)
4.300% Notes due 2030
5.500% Notes due 2032
.svg.avif)
4.200% Notes due 2028
4.784% Notes due 2036
FRN due 2029
4.133% Notes due 2029
4.255% Notes due 2031
4.810% Notes due 2036
FRN due 2029
4.153% Notes due 2029
FRN due 2031
4.369% Notes due 2031
4.939% Notes due 2036
DEFT 2025-2 Class A-1
DEFT 2025-2 Class A-2
DEFT 2025-2 Class A-3
DEFT 2025-2 Class B
DEFT 2025-2 Class C
DEFT 2025-2 Class D
CHASE 2011-11
4.200% Notes due 2031
5.625% Notes due 2056
4.700% Notes due 2036
5.600% Notes due 2066
5.000% Notes due 2028
5.050% Notes due 2032
6.100% Notes due 2055
5.850% Notes due 2055
5.450% Notes due 2035
5.900% Notes due 2055
5.250% Notes due 2035
4.900% Notes due 2030
5.400% Notes due 2035
5.150% Notes due 2035
5.650% Notes due 2055
6.375% Notes due 2055
5.869% Notes due 2035
4.200% Notes due 2028
FRN due 2027
4.500% Notes due 2027
4.800% Notes due 2030
FRN due 2029
4.979% Notes due 2029
FRN due 2031
5.162% Notes due 2031
5.511% Notes due 2036
6.850% PerpNC5 Notes
FRN due 2029
4.915% Notes due 2029
5.140% Notes due 2031
5.502% Notes due 2036
5.230% Notes due 2031
.svg.avif){kind=logo}
4.900% Notes due 2028
FRN due 2028
5.244% Notes due 2031
6.020% Notes due 2036
SDART 2025-1 (A2)
SDART 2025-1 (A3)
SDART 2025-1 (D)
4.300% Notes due 2030
4.650% Notes due 2030
5.250% Notes due 2035
4.850% Notes due 2030
5.000% Notes due 2030
3.250% Euro Notes due 2035
FRN due 2027
3.850% Notes due 2027
4.150% Notes due 2030
4.550% Notes due 2032
4.950% Notes due 2035
5.700% Notes due 2055
4.400% Notes due 2031
5.000% Notes due 2036
4.100% Notes due 2029
4.300% Notes due 2030
4.650% Notes due 2032
5.000% Notes due 2035
4.250% Notes due 2028
4.500%Notes due 2030
5.125%Notes due 2035
4.200% Notes due 2030
5.550% Notes due 2035
6.000% Notes due 2055
FRN due 2028
3.875% Notes due 2028
4.100% Notes due 2030
4.375% Notes due 2032
4.700% Notes due 2035
5.350% Notes due 2045
5.450% Notes due 2055
5.700% Notes due 2075
2.375% Euro Notes due 2028
2.875% Euro Notes due 2031
3.125% Euro Notes due 2034
3.500% Euro Notes due 2038
4.000% Euro Notes due 2044
4.375% Euro Notes due 2064
4.200% Notes due 2030
4.600% Notes due 2032
4.875% Notes due 2035
5.500% Notes due 2045
5.625% Notes due 2055
5.750% Notes due 2065
DEFT 2025-2 Class A-1
DEFT 2025-2 Class A-2
DEFT 2025-2 Class A-3
DEFT 2025-2 Class B
DEFT 2025-2 Class C
DEFT 2025-2 Class D
8.875% Notes due 2030
.svg.avif){kind=logo}
Follow-On
4.700% Notes due 2030
5.375% Notes due 2035
6.050% Notes due 2056
5.737% Notes due 2029
4.000% Notes due 2028
4.200% Notes due 2030
4.500% Notes due 2032
4.750% Notes due 2035
Zayo 2025-1
FRN due 2031
4.952% Notes due 2031
IPO
60,000,000 Shares
10.000% Notes due 2031
VZMT 2025-1
VZMT 2025-2
CastleOak is proud to count some of the world’s most recognized brands and industry leaders amongst its client base.
For more information, contact our team.
Reach Out