CKBlog: Inside CastleKeep

Friday, September 11, 2026

CastleKeep Investment Advisors Appoints Lauren Hauck as Director of Client Services

CastleKeep Investment Advisors LLC (“CastleKeep”), a Westport, Connecticut based independent Registered Investment Advisor (RIA), serving high and ultra-high net worth individuals and families in Fairfield County and across the globe, announced the addition of Lauren Hauck, Director of Client Service.

Prior to CastleKeep, Lauren spent 17 years in various client service roles at Merrill Lynch, most recently as the customer service team lead for a $25 billion Ultra-High-Net-Worth advisory practice in New York City.

“Since I founded the firm 26 years ago, providing high-quality service to our clients has been paramount. Adding Lauren to the team enhances CastleKeep’s ability to do just that,” Westport, CT resident and CastleKeep founder, Charlie Haberstroh, said.

Charlie continued, “I have known Lauren and her family for more than 25 years and have enjoyed watching her professional growth over that period. Whenever CastleKeep discussed adding talent to our service team, Lauren’s name was always at the top of the list. The stars aligned this year and we believe our firm and clients are better for it!”

Lauren, having grown up in Westport, CT, now resides in nearby Stamford.

Lauren said, “Joining CastleKeep feels like a true full-circle moment for me. I’ve known the Haberstroh family since grade school and my father has worked alongside Charlie in the community for many years. The opportunity to now work with people I have known and respected for so long, at a firm that shares my deep commitment to putting clients first, feels incredibly meaningful. I am genuinely thrilled to join the CastleKeep team and bring my experience and passion for client service to a firm with such a solid foundation and commitment to its clients.”

When asked about transitioning from the bulge-bracket wire house model to joining an independent Registered Investment Advisor subject to the fiduciary standard, Lauren said, “After 17 years working within a large global brokerage firm, I was drawn to this opportunity to move toward a platform that gives greater flexibility to truly tailor the client experience. CastleKeep stood out to me for its ability to look across channels and access the right resources and best solutions for clients. At its core, CastleKeep’s mission is to deliver a thoughtful, highly personal experience around each client’s unique needs and goals.”

Partner and Head of Client Relationships, Steve Haberstroh, stated, “As some wealth management firms increasingly incorporate AI and other technology into the client experience, CastleKeep will continue to emphasize the importance of high-quality people and personal interaction in the resources we provide to our clients. We expect that Lauren’s unique ability to empathize at the human level and execute efficiently will make a meaningful difference in our clients’ lives. We are thrilled to have Lauren on our team.”

For more information about CastleKeep Investment Advisors, and for Lauren’s bio, please visit www.castlekeepadvisors.com or email Steve Haberstroh at .(JavaScript must be enabled to view this email address) or myself at .(JavaScript must be enabled to view this email address).