Experienced professionals with a passion for client service

CastleOak is an independent, leading financial services provider managed by a team of Wall Street veterans with extensive corporate and institutional investor relationships

Our founding partners have worked together for over two decades, ensuring a long-term commitment to clients and an internal culture of excellence. Our leadership team has extensive experience from some of the most exclusive names on the street, coupled with strong track records of execution. We believe in the power of integrity, teamwork, and exceeding expectations.

Partners

Co-Founder, President and Chief Executive Officer

Philip J. Ippolito

Co-Founder, Executive Vice President & Head of Operations

Patrick de Catalogne

Executive Vice President, Fixed Income

Executive Vice President, Head of Capital Markets & Syndicate

Business and Operational Heads

Managing Director, Head of Private Capital Advisory

David Boyd Booker

Managing Director, Head of Legal and Compliance

Managing Director, Head of Equity Sales & Trading

Managing Director, Head of Fixed Income

Managing Director, Head of Finance

Managing Director, Head of Money Fund Solutions

Reginald J. Hollinger

Head of M&A Advisory & Managing Director, Investment Banking

Managing Director, Chief of Staff to the CEO

Advisors

Milton M. Irvin

Senior Advisor to the CEO

Michael A. Turner

Executive Vice President & Senior Advisor

If you are interested in joining the CastleOak team, please visit our careers page here.

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