Catherine Castaldo
About Catherine Castaldo
Catherine Castaldo is the Managing Director at Jefferies, with over 18 years of experience in private wealth management, focusing on innovative investment solutions for high-net-worth individuals and families.
Company
Catherine Castaldo has been serving as a Managing Director at Jefferies for over 18 years. Jefferies is a well-established investment banking firm based in New York. Within the firm, she focuses on private wealth management, leveraging the diverse financial ecosystem of New York City to offer innovative financial solutions to high-net-worth individuals and families.
Title
Catherine Castaldo holds the title of Managing Director at Jefferies. She plays a significant role in integrating the firm's institutional capabilities with its private wealth management services, catering to the unique financial needs of high-net-worth clients. Prior to her current role, she served as Managing Director of Wealth Management at Legg Mason, where she worked for five years.
Education and Expertise
Catherine Castaldo earned her Master of Business Administration (MBA) with a focus on Accounting and Finance from Baruch College between 1984 to 1987. She holds a Bachelor's degree in Education/Psychology from St. Joseph's College, completed from 1973 to 1977. Her solid educational background has laid a strong foundation for her expertise in discretionary and open architecture asset management.
Professional Background
Before joining Jefferies, Catherine Castaldo worked at Legg Mason as the Managing Director of Wealth Management from 2000 to 2005. With her extensive experience in asset management, she has been instrumental in driving growth and innovation in the firms she has been a part of. Her responsibilities have included providing tailored investment solutions to high-net-worth individuals, employing her wealth of knowledge in discretionary and open architecture asset management.
Role at Jefferies
In her role as Managing Director at Jefferies, Catherine Castaldo focuses on enhancing the firm's private wealth management division by integrating its institutional capabilities. She plays a pivotal role in creating and executing innovative investment strategies tailored to meet the needs of high-net-worth individuals and families. Her work primarily revolves around leveraging the rich financial resources available in New York City to deliver optimal investment solutions to her clients.