CastleOak is an independent, leading financial services provider managed by a team of Wall Street veterans. Our founding partners have worked together for over two decades, ensuring a long-term commitment to clients and an internal culture of excellence.
Partners
David R. Jones
Co-Founder, President and Chief Executive Officer
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Philip J. Ippolito
Co-Founder, Executive Vice President & Head of Operations
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Patrick de Catalogne
Executive Vice President, Fixed Income
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Robert Bacon
Executive Vice President, Head of Capital Markets & Syndicate
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Business and Operational Heads
David Boyd Booker
Managing Director, Head of Legal and Compliance
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Daniel Chan
Managing Director, Head of DirectPool
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Dan Davis
Managing Director, Head of Fixed Income
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Luis J. Gomez
Managing Director, Head of Finance
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James Guardino
Managing Director, Head of Money Fund Solutions
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Reginald J. Hollinger
Managing Director, Head of Financial Advisory
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Kisti Shah
Managing Director, Chief of Staff to the CEO
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Jon Walker
Managing Director, Head of Fixed Income Sales
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