Mr. Walker joined CastleOak in 2025 with over 30 years of experience in fixed income and credit. Previously, he was Managing Director and Head of National Sales for Fixed Income at Stifel, Nicolaus & Company, leading a 500-person division and implementing algorithmic trading platforms and Salesforce CRM to enhance sales and risk management. He oversaw a 300-person salesforce with a regional leadership structure. Before that, Jon was Managing Director and Head of Fixed Income Sales at Sterne, Agee & Leach, designing a proprietary CRM and building a top credit sales team. At Citadel Securities, he led Investment Grade Sales and negotiated Chapdelaine’s credit division transition. As a Founding Partner at Chapdelaine Credit Partners LLC, he established a credit boutique with advanced CRM systems. His career began at Lehman Brothers/Barclays Capital, where he was an investment grade salesperson and managed the Auction Rate Securities desk. Jon holds a B.S. in Economics from Boston College and holds FINRA licenses Series 7, 63, 3, and 24.
