Our Culture | CastleOak Securities

Our Culture

Thank you for your interest in CastleOak Securities, a premier investment banking boutique and broker-dealer serving the capital markets needs of our corporate, governmental and institutional investor clients.

Working at CastleOak is far more than just a job. A career with us means joining our small, close-knit family. At CastleOak, you'll have the opportunity to grow your career, make a real impact, and give back to your community.

At CastleOak, we foster a culture that builds connections and encourages a sense of belonging for our employees. In addition to the suite of benefits offered by larger firms, we enjoy firm happy hours, volunteering, holiday events, and monthly food celebrations.

Our Values

We are keenly aware of the competitive nature of the investment banking marketplace, and have assembled a highly experienced team that puts clients' needs first while upholding our firm's core principles:

Honesty

We are dedicated to working openly and honestly with mutual respect for each client, employee, and partner with whom we do business, and for every community in which we do business.

Integrity

We are committed to providing the most effective and efficient solutions to meet each client's objectives while adhering to our moral and ethical principles.

Performance

We are driven to deliver value-added services, insightful market intelligence and exceptional execution services in all our lines of business.

Our People

We look for professionals with a passion for excellence who believe in the power of the team, an unwavering commitment to integrity, and a commitment to superior client service.

Firepower

Passion

Aptitude

We look for people who have the intellect, drive and determination to work through and adapt to change. We hire those who take ownership and show initiative.

We hire people who care and approach each day with a sense of urgency, because they are enthusiastic to make an impact and leave a legacy.

We look for people who are curious, hungry to learn, data-driven, and eager to improve. We pursue the best ideas, solicit and provide feedback, and put our clients first.

What Our Team Says

“CastleOak has provided me a unique opportunity to experience a wide range of challenging and client-facing projects. Our close-knit team culture allows me to learn from senior bankers with decades of experience, which has been an extraordinary way to start my career.”

Josh

VP, Investment Banking

“Our franchise is focused on client service and relationship management, and we strive to bring solutions that matter to the stakeholders we serve. I joined in 2009 because I saw a market opportunity to build a leading Fixed Income business that focuses on doing business with integrity.”

Joe

Managing Director, Fixed Income Sales

“With two decades of banking experience at large global institutions, I am pleased to have joined CastleOak's team of experienced Wall Street professionals. The entrepreneurial and highly collaborative environment allows me to broaden my skill set.”

James

Managing Director, Investment Banking & Advisory

“I CHOOSE to work at CastleOak. Experience has shown me that at a small, successful firm, you can make a big difference in evolving the company forward.”

Demetrio

Director, Equities – International Trading

“Being able to use your experience to make a real impact at a smaller firm is an amazing feeling. The people, workplace and team environment are nothing short of phenomenal.”