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Media Highlights
November 9, 2020
CastleOak Acts as Exclusive Financial Advisor to the International Society of Interdisciplinary Engineers LLC in Its Acquisition of Techstreet from Clarivate Plc
CastleOak Acts as Exclusive Financial Advisor to the International Society of Interdisciplinary Engineers LLC in Its Acquisition of Techstreet from Clarivate Plc
November 6, 2020
CatleOak is Named Counterparty to the NY Fed’s Secondary Market Corporate Credit Facility(SMCCF)
CatleOak is Named Counterparty to the NY Fed’s Secondary Market Corporate Credit Facility(SMCCF)
October 30, 2020
CastleOak Serves as Bookrunner for Citi’s Inaugural $2.5 Billion Affordable Housing Bond Issuance and Largest-Ever Social Bond
CastleOak Serves as Bookrunner for Citi’s Inaugural $2.5 Billion Affordable Housing Bond Issuance and Largest-Ever Social Bond
April 15, 2020
CastleOak Serves as Senior Co-Lead Manager for Record Breaking US$8bn World Bank Deal
CastleOak Serves as Senior Co-Lead Manager for Record Breaking US$8bn World Bank Deal
April 2, 2019
CastleOak Securities Selected as a Discount Note Dealer By Inter-American Development Bank
CastleOak Securities Selected as a Discount Note Dealer By Inter-American Development Bank
December 4, 2018
CASTLEOAK SECURITIES’ DAVID R. JONES IS SHOWING INVESTMENT BANKS CAN TAKE THE HIGHER ROAD
CASTLEOAK SECURITIES’ DAVID R. JONES IS SHOWING INVESTMENT BANKS CAN TAKE THE HIGHER ROAD
August 8, 2017
Black Enterprise Magazine names CastleOak Securities 2017 Financial Services Company of the Year
Black Enterprise Magazine names CastleOak Securities 2017 Financial Services Company of the Year
January 12, 2017
CastleOak Securities Launches DirectPool™ Corporate Bond Electronic Trading Platform Powered by Bloomberg
CastleOak Securities Launches DirectPool™ Corporate Bond Electronic Trading Platform Powered by Bloomberg
August 17, 2016
Black Enterprise Magazine Ranks CastleOak Securities Top Minority-Owned Investment Bank for the 7th Year
Black Enterprise Magazine Ranks CastleOak Securities Top Minority-Owned Investment Bank for the 7th Year
July 1, 2016
2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
June 13, 2016
CastleOak Securities Grows Leveraged Finance Sales & Trading Team with Three Senior Hires
CastleOak Securities Grows Leveraged Finance Sales & Trading Team with Three Senior Hires
March 10, 2016
CastleOak Securities Named Presenting Sponsor for PGA Minority Collegiate Golf Championship
CastleOak Securities Named Presenting Sponsor for PGA Minority Collegiate Golf Championship
October 16, 2015
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Sixth Consecutive Year
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Sixth Consecutive Year
May 21, 2015
Standish Minority Business Enterprise Awards Presented to CastleOak Securities, LP and Siebert Brandford Shank & Co.
Standish Minority Business Enterprise Awards Presented to CastleOak Securities, LP and Siebert Brandford Shank & Co.
January 12, 2015
More African-American Leaders Across America Join New York Leaders In Raising Funds To Bring “SELMA” To Students For Free
More African-American Leaders Across America Join New York Leaders In Raising Funds To Bring “SELMA” To Students For Free
July 30, 2014
CastleOak Securities Ranked #1 by Black Enterprise as Top Minority-Owned Investment Bank in Taxable Securities
CastleOak Securities Ranked #1 by Black Enterprise as Top Minority-Owned Investment Bank in Taxable Securities
April 22, 2014
CastleOak Hires Loop’s Matsikoudis to Head Muni Underwriting. (Source: www.bondbuyer.com)
CastleOak Hires Loop’s Matsikoudis to Head Muni Underwriting. (Source: www.bondbuyer.com)
April 14, 2014
CastleOak Securities Appoints John Matsikoudis as Head of Municipal Underwriting Team
CastleOak Securities Appoints John Matsikoudis as Head of Municipal Underwriting Team
August 21, 2013
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Fourth Consecutive Year
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Fourth Consecutive Year
May 1, 2013
Castleoak Securities Establishes Scholarship Funds At Boston University And The University Of Pennsylvania
Castleoak Securities Establishes Scholarship Funds At Boston University And The University Of Pennsylvania
December 14, 2012
The CastleOak Securities LP Team Rings the NASDAQ Closing Bell in Commemoration of a Major Business Milestone
The CastleOak Securities LP Team Rings the NASDAQ Closing Bell in Commemoration of a Major Business Milestone
October 4, 2012
David R. Jones, CEO of CastleOak Securities, Recognized for Professional Achievement and Demonstrated Commitment to Community by the Council of Urban Professionals.
David R. Jones, CEO of CastleOak Securities, Recognized for Professional Achievement and Demonstrated Commitment to Community by the Council of Urban Professionals.
July 31, 2012
CastleOak Securities Strengthens its Municipal Finance and Fixed Income Sales Divisions
CastleOak Securities Strengthens its Municipal Finance and Fixed Income Sales Divisions
July 2, 2012
Castleoak Securities Recognized As A Top Minority-Owned Investment Bank For Third Consecutive Year
Castleoak Securities Recognized As A Top Minority-Owned Investment Bank For Third Consecutive Year
March 19, 2012
Castleoak Securities Continues Steady Expansion With The Hire Of Seasoned Veterans In Its Fixed Income And Municipal Divisions
Castleoak Securities Continues Steady Expansion With The Hire Of Seasoned Veterans In Its Fixed Income And Municipal Divisions
January 17, 2012
CastleOak Securities Announces Appointment of Milton M. Irvin as Advisory Board Chair
CastleOak Securities Announces Appointment of Milton M. Irvin as Advisory Board Chair
October 11, 2011
David R. Jones, President and CEO of CastleOak Named One of the 75 Most Powerful Blacks on Wall Street
David R. Jones, President and CEO of CastleOak Named One of the 75 Most Powerful Blacks on Wall Street
October 11, 2011
David R. Jones, President & CEO of CastleOak Securities, discusses the growth of boutique investment banks on Bloomberg’s Inside Track with Stephanie Ruhle
David R. Jones, President & CEO of CastleOak Securities, discusses the growth of boutique investment banks on Bloomberg’s Inside Track with Stephanie Ruhle
September 22, 2011
Castleoak Securities Continues Aggressive Growth With Strategic Hires In Fixed Income And Equities Divisions
Castleoak Securities Continues Aggressive Growth With Strategic Hires In Fixed Income And Equities Divisions
August 5, 2011
Q&A: Risky Business: CastleOak Securities managing director Schond Greenway offers insight on the concerns surrounding healthcare and what dealmakers should keep in mind.
Q&A: Risky Business: CastleOak Securities managing director Schond Greenway offers insight on the concerns surrounding healthcare and what dealmakers should keep in mind.
May 9, 2011
Castleoak Securities Continues Aggressive Growth And Hiring –Fixed Income Division Grows By 25% Year Over Year In U.S.–
Castleoak Securities Continues Aggressive Growth And Hiring –Fixed Income Division Grows By 25% Year Over Year In U.S.–
May 3, 2011
FDIC Closes on Pilot Securitization of Performing Commercial Mortgage Loans from 13 Failed Institutions
FDIC Closes on Pilot Securitization of Performing Commercial Mortgage Loans from 13 Failed Institutions
January 27, 2011
CastleOak Securities Appoints Donna Sims Wilson To Its Management Team As Executive Vice President
CastleOak Securities Appoints Donna Sims Wilson To Its Management Team As Executive Vice President
December 1, 2010
Black Enterprise Magazine recognizes CastleOak Securities CEO David Jones as an “Intelligent Performer.” Among other leaders recognized include Matthew Carter, President of Sprint 4G; Entertainer Ne-Yo; and Mellody Hobson, President of Ariel Investments.
Black Enterprise Magazine recognizes CastleOak Securities CEO David Jones as an “Intelligent Performer.” Among other leaders recognized include Matthew Carter, President of Sprint 4G; Entertainer Ne-Yo; and Mellody Hobson, President of Ariel Investments.
November 8, 2010
David R. Jones, CEO of CastleOak Securities, Recipient of Boston University School of Management 2010 Distinguished Alumni Award
To view the images of the award ceremony please click here
David R. Jones, CEO of CastleOak Securities, Recipient of Boston University School of Management 2010 Distinguished Alumni Award
To view the images of the award ceremony please click here
June 29, 2010
Castleoak Securities Continues Strategic Growth: Adds Treasury, Agency & Money Markets Team And Establishes West Coast Presence
Castleoak Securities Continues Strategic Growth: Adds Treasury, Agency & Money Markets Team And Establishes West Coast Presence
April 30, 2010
Human Capital Gains: Castleoak Chief Executive Officer David Jones Featured in the Journal of EDM Finance
Human Capital Gains: Castleoak Chief Executive Officer David Jones Featured in the Journal of EDM Finance
April 30, 2010
Treasury Department Announces Pricing of Public Offering of Warrants to Purchase Common Stock of the PNC Financial Services Group, Inc.
Treasury Department Announces Pricing of Public Offering of Warrants to Purchase Common Stock of the PNC Financial Services Group, Inc.
March 1, 2010
Treasury Department Announces Public Offerings of Warrants to Purchase Common Stock of Bank of America Corporation
Treasury Department Announces Public Offerings of Warrants to Purchase Common Stock of Bank of America Corporation
February 4, 2010
CastleOak Securities Announces The Addition Of Two Investment Banking Professionals
CastleOak Securities Announces The Addition Of Two Investment Banking Professionals
November 11, 2009
Treasury Department Announces Additional Initial Closing of Legacy Securities Public-Private Investment Fund
Treasury Department Announces Additional Initial Closing of Legacy Securities Public-Private Investment Fund
July 8, 2009
GE Capital Real Estate and Angelo, Gordon & Co. Pre-Qualified As Legacy Securities Fund Manager For The U.S. Department Of The Treasury’s PPIP Program
GE Capital Real Estate and Angelo, Gordon & Co. Pre-Qualified As Legacy Securities Fund Manager For The U.S. Department Of The Treasury’s PPIP Program
March 3, 2009
CastleOak Securities Adds Two Industry Veterans To Its FixedIncome Sales And Trading Team
CastleOak Securities Adds Two Industry Veterans To Its FixedIncome Sales And Trading Team
February 24, 2009
Castleoak Securities' Nathaniel Christian Appointed to The National Association of Securities Professionals Board Of Directors
Castleoak Securities' Nathaniel Christian Appointed to The National Association of Securities Professionals Board Of Directors
October 23, 2008
CastleOak Securities Strengthens Its Capital Markets Team With Five Seasoned Professionals
CastleOak Securities Strengthens Its Capital Markets Team With Five Seasoned Professionals
June 3, 2008
CastleOak Securities Adds Seasoned Professional, Rufus Jones, To Its Equity Capital Markets Team
CastleOak Securities Adds Seasoned Professional, Rufus Jones, To Its Equity Capital Markets Team
January 8, 2008
Leading Minority-Owned Investment Bank Adds Industry Veteran, Anthony Lecour, And Seasoned Professional, Jack Foster, Jr., To Its Corporate Finance/Advisory Practice
Leading Minority-Owned Investment Bank Adds Industry Veteran, Anthony Lecour, And Seasoned Professional, Jack Foster, Jr., To Its Corporate Finance/Advisory Practice
July 18, 2006
CastleOak Securities, L.P. Receives NASD Approval To Underwrite Debt And Equity Securities
CastleOak Securities, L.P. Receives NASD Approval To Underwrite Debt And Equity Securities