Company Logo
Investment Banking Partner
Investment Banking Partner
New mentor!
Member since 2020
  • New York
About the mentor
  • As one of the founders of Castle Placement, Ken is passionate about helping great companies grow. Over 25 years of experience in investment banking and raising capital from institutional private equity/venture investors, family offices, foundations, endowments, hedge funds, banks, and specialty finance lenders.
  • Co-founded Castle Placement in 2009, providing investment banking services and raising private equity/debt capital for early-stage and middle-market companies across a wide range of industries including financial services/fintech, real estate, technology, business services, energy/real assets, and consumer/retail.
  • In 2007, created a platform providing advisory and capital formation services to financial institutions and private equity funds investing in distressed bank portfolios and community banks which was merged into Castle Placement*.
  • From 1999 to 2007, at Merrill Lynch was co-head of the 50+ person global structured credit products investment banking, sales, and syndicate and head of the U.S. alternative investment group raising capital for alternative investment funds in financial services and asset management.
  • From 1991 to 1999, was at Credit Suisse First Boston as a senior trader on a principal transaction desk responsible for managing a proprietary position of credit-sensitive commercial/residential real estate and asset-backed securities and head of CSFB’s new issue whole loan and agency CMO desk.
  • Began his career in 1985 at Arthur Andersen where he managed their structured finance group consulting on groundbreaking securitizations of residential mortgages, credit cards, auto loans, corporate loans, and other financial assets. FINRA Series 7, 24, 63, and 79 licenses.
Expertise
  • Investment Banking
  • Proprietary Trading
  • Asset Management
Join WSO as Mentor
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

How It Works

All of our mentors are actual professionals. You can be sure that we will match you with an expert in your target industry and that they have gone through strict WSO training to ensure a smooth experience.

Frequently Asked Questions

Can’t find an answer? Please send an email to [email protected]

person
person

Get direct access to our best mentors as part of WSO Academy

12 week program to dramatically improve your odds of landing a high finance job offer