M&A advisers

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

Ken Margolis

Managing Partner
Castle Placement
United States
LinkedIn profile link

Bio

Ken Margolis is the Managing Partner at Castle Placement, a position he has held since May 2009. Based in the United States, Ken brings extensive experience in investment banking and financial services.

Prior to joining Castle Placement, Ken served as Managing Director at Merrill Lynch from January 1999 to January 2007. His career also includes a role as a Proprietary Trader at Credit Suisse First Boston from January 1991 to January 1999.

Ken began his professional journey as a Manager at Arthur Andersen & Co. from January 1985 to January 1991. His extensive background in finance and leadership has been instrumental in driving the success of Castle Placement.

Tags

Investment Banking
Financial Services
Capital Markets
Private Equity
Asset Management

Experience

Castle Placement
Managing Partner
2009-05-01
Merrill Lynch
Managing Director
1999-01-01
2007-01-01

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