The CastleKeep Team
Charlie Haberstroh, Founder and CEO
Charlie founded CastleKeep in 2000 and continues as CEO, Chief Investment Officer, and Chief Compliance Officer. He chairs the Portfolio Review and Investment Committees. He formed CastleKeep after a 27-year career in banking. After spending the last 10 years of his banking career in Private Banking, he formed CastleKeep as a completely client-centered, conflict-free organization focusing on high- and ultra-high-net-worth clients.
His career in banking encompassed many areas which prepared him for the eventual founding of CastleKeep. He spent five years auditing Chase Manhattan’s loan portfolios on site globally, ten years in Chase’s well-respected Commodity Finance Division which the last eight years focused on Latin America, five of which was on-site in Sao Paulo, Brazil. In Brazil he established and ran a local Commodity Finance Division as Managing Director in Corporate Finance. Since a large number of his Brazilian clients were wealthy entrepreneurs, he then transitioned to Chase’s International Private Banking responsible for its Brazilian clients. After his 19-year career at Chase, over the next eight years he had stints at UBS Private Banking, Barclays Private Banking, and ABN AMRO Private Banks all in New York. At ABN AMRO he was Senior Vice President, responsible for the New York Office of Private Banking, expanding his clientele globally, including US clients.
Charlie has passed the Level 1 exam of the Chartered Financial Analyst (CFA) Program.He is fluent in Portuguese and has a reading knowledge of Spanish.
Since founding CastleKeep in Westport, Connecticut, Charlie has been a very active volunteer in community affairs, believing it is important for all of us to give back to our greater community.
Charlie currently serves in a voluntary capacity as Chairman of the Levitt Pavilion Committee in Westport. He served for eight years as volunteer Chairman of the Westport Parks and Recreation Commission of Westport, Connecticut until late 2021. Previously he served as a member of the Westport Board of Selectmen for three years, as a member of the Westport Board of Finance for seven years and a member of the Westport Representative Town Meeting for two years.
He is a member of the Westport-Weston Chamber of Commerce, a Past President of the Westport Sunrise Rotary 21st Century Foundation, and member and Past President of the Westport Sunrise Rotary Club. He is also a past member of the Brazil American Chamber of Commerce in New York. He served as a volunteer member of the Investment Committee of the Fairfield County Charitable Foundation for eight years. Charlie is a member of the Harvard Clubs of New York City, Boston, and Fairfield County, Connecticut.
Charlie is a member of the Pinehurst Country Club in Pinehurst, North Carolina and the Longshore Golf Club in Westport. He enjoys playing golf in his somewhat limited free time.
Charlie is married with four grown children, two of whom are part of the CastleKeep management team. He has nine grandchildren. He lives and works in Westport, Connecticut.