M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Andrew Schwenk

Managing Director
CastleOak Securities
United States
LinkedIn profile link

Bio

Andrew Schwenk is the Managing Director at CastleOak Securities, a position he has held since November 2022. Based in the United States, Andrew brings extensive experience in institutional high-grade short-duration sales. Prior to joining CastleOak Securities, he served as Executive Director at J.P. Morgan from March 1994 to May 2021. His career began at Lehman Brothers, where he worked from August 1987 to April 1993, initially as a Financial Analyst in Regulatory Compliance and later as a Sales Assistant in High Grade Short Duration Sales. Andrew's long-standing expertise in the financial sector underscores his significant contributions to the industry.

Tags

Financial Services
Investment Banking
Capital Markets
Institutional Sales
Securities

Experience

CastleOak Securities
Managing Director
2022-11-01
J.P. Morgan
Executive Director - Institutional High Grade Short Duration Sales
1994-03-01
2021-05-01

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