CastleOak has an MBE certification from the National Minority Supplier Development Council (NMSDC)
https://nmsdc.org/
Edison International Announces Pricing of $750 million Preferred Stock Offering
Edison International Announces Pricing of $750 million Preferred Stock Offering
Protective Life Insurance Company Diversifies Investment Banking Partners with Minority-Owned Investment Firms
Protective Life Insurance Company Diversifies Investment Banking Partners with Minority-Owned Investment Firms
David R. Jones recognized by Savoy
Our CEO, David R. Jones, is honored and humbled to be recognized by Savoy as one of their 2021 Most Influential Black Corporate Directors. What an incredible list of people making an impact in boardrooms and proving that diverse talent exists across every market.
David R. Jones recognized by Savoy
Our CEO, David R. Jones, is honored and humbled to be recognized by Savoy as one of their 2021 Most Influential Black Corporate Directors. What an incredible list of people making an impact in boardrooms and proving that diverse talent exists across every market.
David R. Jones interviewed by Boston University
David was honored to be included as part of a series of BU alumni who are "Opening Doors" for the next generation.
David R. Jones interviewed by Boston University
David was honored to be included as part of a series of BU alumni who are "Opening Doors" for the next generation.
View from the Castle: FHLB System
We cordially invite you to attend CastleOak’s Virtual Investor Event featuring The Federal Home Loan Bank System. Please contact us if you would like to join!
View from the Castle: FHLB System
We cordially invite you to attend CastleOak’s Virtual Investor Event featuring The Federal Home Loan Bank System. Please contact us if you would like to join!
David R. Jones accepts award from NASP
Listen to David's speech while he accepts the Maynard Holbrook Jackson Jr award from NASP, with a kind and gracious introduction from Gilbert Garcia, Managing Partner of Garcia Hamilton
David R. Jones accepts award from NASP
Listen to David's speech while he accepts the Maynard Holbrook Jackson Jr award from NASP, with a kind and gracious introduction from Gilbert Garcia, Managing Partner of Garcia Hamilton
David R. Jones honored by NASP
Kudos to our President and CEO, David Jones, for being named the 2021 Maynard Holbrook Jackson, Jr. award recipient (formerly known as the Entrepreneur of the Year) by the National Association of Securities Professionals. What an honor!
David R. Jones honored by NASP
Kudos to our President and CEO, David Jones, for being named the 2021 Maynard Holbrook Jackson, Jr. award recipient (formerly known as the Entrepreneur of the Year) by the National Association of Securities Professionals. What an honor!
CastleOak Securities Hires New Head of Fixed Income Electronic Trading (DirectPool)
CastleOak’s electronic bond trading solution, DirectPool, which just celebrated its five-year anniversary, has reached a trading milestone of over $35 billion traded in investment grade and high yield credit. With over 300 participants, DirectPool is the largest electronic bond trading solution owned and managed by a minority-owned broker-dealer.
CastleOak Securities Hires New Head of Fixed Income Electronic Trading (DirectPool)
CastleOak’s electronic bond trading solution, DirectPool, which just celebrated its five-year anniversary, has reached a trading milestone of over $35 billion traded in investment grade and high yield credit. With over 300 participants, DirectPool is the largest electronic bond trading solution owned and managed by a minority-owned broker-dealer.
CastleOak Securities Expands Money Fund Solutions Team
Part of the firm’s ongoing effort to continually improve product offerings and deepen market share
CastleOak Securities Expands Money Fund Solutions Team
Part of the firm’s ongoing effort to continually improve product offerings and deepen market share
6.875% Perpetual Notes
CHASE 2025-8
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Follow-On
FRN due 2030
4.711% Notes due 2030
5.323% Notes due 2036
FRN due 2027
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WFCIT 2025-A1
FRN due 2028
4.441% Notes due 2028
5.316% Notes due 2036
SYNIT 2025-2
1.726% Notes due 2030
2.003% Notes due 2032
2.369% Notes due 2035
2.779% Notes due 2040
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7.050% Perpetual Notes
4.700% Notes due 2030
5.375% Notes due 2035
6.050% Notes due 2056
FRN due 2028
4.574% Notes due 2028
4.808% Notes due 2030
4.600% Notes due 2030
4.914% Notes due 2030
4.700% Notes due 2030
5.350% Notes due 2035
6.875% 40NC5 Pfd
5.450% Notes due 2035
5.900% Notes due 2055
FRN due 2027
4.500% Notes due 2027
4.800% Notes due 2030
5.737% Notes due 2029
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
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4.200% Notes due 2028
FRN due 2027
4.500% Notes due 2027
4.800% Notes due 2030
4.450% Notes due 2031
4.650% Notes due 2033
6.625% PerpNC5 Notes
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FRN due 2031
4.619% Notes due 2031
5.133% Notes due 2036
5.500% Notes due 2032
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
CHASE 2011-11
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5.125% Notes due 2031
3.560% Fixed Rate Sustainable Development Bond due 2028
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FRN due 2029
4.078% Notes due 2029
4.892% Notes due 2036
FRN due 2031
4.503% Notes due 2031
FRN due 2028
4.250% Notes due 2028
FRN due 2029
4.470% Notes due 2029
6.600% PerpNC5 Notes
7.000% PerpNC10 Notes
Private Credit Secondaries
5.019% Notes due 2029
6.000% Notes due 2036
SDART 2025-3
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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
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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
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.
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