CastleOak Securities
CastleOak Securities is a boutique investment bank based in New York City, founded in 2006. The firm specializes in a range of advisory services, including securities sales and trading, equity sales, debt capital markets, fixed-income sales and trading, municipal finance, and money fund access. CastleOak primarily serves clients in the financial services, business products, and services sectors, providing tailored solutions to meet their specific needs in the capital markets.
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