CKBlog


Monday, July 03, 2023

Who Are Our Clients?

by Mike Benevento, Partner

Our North Star has always been to provide world class, independent, unbiased investment advice to select families. That starts and ends with service.

Read on: Who Are Our Clients?

Topic: Inside CastleKeep

 


Wednesday, March 22, 2023

Why CastleKeep? Why Now?

by Mike Benevento, Partner

Mike Benevento writes, “I found the perfect intersect of two professional motivations that I love most: investing and helping people.”

Read on: Why CastleKeep? Why Now?

Topic: Inside CastleKeep

 


Sunday, February 26, 2023

CastleKeep Adds Industry Veteran Mike Benevento as Partner

by Charlie Haberstroh, CEO & CIO

CastleKeep Investment Advisors announced the addition of Mike Benevento as Partner.

Read on: CastleKeep Adds Industry Veteran Mike Benevento as Partner

Topic: Inside CastleKeep

 


Tuesday, February 21, 2023

CastleKeep Investment Advisors appoints Lauren Quesada as Partner

by Charlie Haberstroh, CEO & CIO

CastleKeep appoints Lauren Quesada as Partner.

Read on: CastleKeep Investment Advisors appoints Lauren Quesada as Partner

Topic: Inside CastleKeep

 


Thursday, October 19, 2017

NEWS: CastleKeep Adds Two Partners and Promotes VP of Investments

by Charlie Haberstroh, CEO & CIO

CastleKeep Investment Advisors LLC, a family-owned Registered Investment Advisor (RIA) based in Westport, CT announces the addition of two partners and the promotion of VP of Investments. The announcement builds upon the company’s commitment to deliver world-class wealth management solutions to existing and future generations of clients.

Read on: NEWS: CastleKeep Adds Two Partners and Promotes VP of Investments

Topic: Inside CastleKeep