The CastleKeep Team
Lauren M. Quesada, Partner
Lauren works closely with the client relationship managers and clients in structuring and managing investment portfolios that align with the clients’ financial objectives. In that regard, she analyzes, evaluates and recommends the investment security selection within all asset categories. She also manages the CastleKeep equity strategies in conjunction with the CIO.
In particular, Lauren oversees current and potential relationships with third-party investment firms. She is responsible for producing all client investment reports and she supports the firm’s trading operations. Lauren is Vice Chairwoman of the firm’s Investment and Portfolio Review Committees.
Lauren began the summer internship program at CastleKeep in 2011 while attending Fairfield University. Upon graduating magna cum laude with a B.S. degree in Finance from the Dolan School of Business and a minor concentration in Spanish Studies in 2012, she joined CastleKeep full time. During her tenure at the firm, she has served in various investment capacities and was promoted to Vice President - Investments in 2017. Lauren became Partner in January 2023.
Lauren has always shown an affinity for international languages and cultures. As a part of her college experience, she spent her junior year at the Universitat de Ramon Llull in Barcelona, Spain, studying international financial markets and the application of business concepts in a global context.
Lauren has passed the Level 1 exam of the Chartered Financial Analyst (CFA) Program. She also holds the Uniform Investment Advisor Law Examination (Series 65).
She is bilingual in English and Portuguese and understands conversational Spanish.
Lauren is a strong believer in the power of positive thinking and leading a healthy lifestyle. She currently resides in South Norwalk, Connecticut with her Cavapoo and enjoys traveling and spending her free time with family and friends.