Private Wealth Investors
Castaldo-Egan Team
We utilize our combined 50+ years of investment knowledge and experience to provide a comprehensive financial/investment plan to suit the needs of the individual client.
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Catherine Castaldo
Managing Director
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Michael Ross
Managing Director
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Laurie Goodman
Managing Director – Global Head of Investment and Wealth Solutions
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Josette D. Egan
Managing Director
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Brian DiGregorio
Senior Vice President
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Elizabeth A. Fell
Senior Vice President
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Max Cheng
Assistant Vice President
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Kristin Venne
Assistant Vice President
Our Client-First Approach
The Castaldo-Egan Team provides an institutional caliber experience for the ultra-high-net-worth and family office client. Our team encompasses wealth management professionals with expertise in Fixed Income, Corporate Services, and Equities, as well as Wealth Solutions. We utilize our combined 50+ years of investment knowledge and experience to provide a comprehensive financial/investment plan to suit the needs of the individual client. Our team is able to deliver the institutional resources of Jefferies within a private client setting. Whether it’s an individual seeking advice on specific securities or a comprehensive investment and financial plan, or a professional money manager/family office utilizing our research, banking, and trading capabilities, our team is equipped to meet your financial needs.
Check the background of Jefferies LLC or one of its investment professionals on FINRA’s BrokerCheck