CastleKeep Investment Advisors LLC (“CastleKeep”), a Westport, Connecticut based independent Registered Investment Advisor (RIA), serving high and ultra-high net worth individuals and families in Fairfield County and across the globe, announced the addition of partners as part of its long-term succession plan, as well as a promotion in the investments area.
Chuck and Steve Haberstroh, two managing directors at CastleKeep, and sons of founder, Charlie Haberstroh, have been made partners, together owning a minority share of CastleKeep. Charlie Haberstroh, who remains president and CEO, will maintain a majority ownership stake in the company. In addition, Rockland County native Lauren Quesada was promoted to vice president – Investments.
Regarding the two new partners, Chuck and Steve Haberstroh: “I founded CastleKeep 17 years ago when Chuck and Steve were in college. They spent their summers as interns and each eventually chose to work in the family business. Nearly two decades later, I cannot be more proud to have them formally involved as co-owners.”
Westport, CT resident, and CastleKeep founder, Charlie Haberstroh said. “I’m absolutely thrilled to be a part-owner of CastleKeep. It’s been a goal of mine since I was interning here in 2001. My young children are frequent visitors to the office. I hope they too become owners of CastleKeep one day.”
Chuck, also a Westport, CT resident, serves as treasurer and runs trading and operations at CastleKeep. He joined the firm shortly after graduating with a degree in Finance from the Dolan School of Business at Fairfield University in 2004.
“We’ve always felt that having multiple generations within the firm gives CastleKeep a unique perspective in helping our client families preserve and pass on wealth to their children and grandchildren. With the latest changes, we are confident that CastleKeep will be here for our clients and their families well into future generations,” said Steve Haberstroh.
A New Canaan, CT resident, Steve is responsible for new business and client relationships. He graduated from Wake Forest University with a degree in Economics and worked at Ameriprise in Boston for 4 ½ years before joining CastleKeep in 2008.
Regarding the promotion of Lauren Quesada to vice president – Investments, Charlie said, “I am pleased to promote Lauren to Vice President. Lauren works extremely hard and is dedicated to her craft. This is a natural progression for Lauren as she is assuming more portfolio management responsibilities reporting to me in my role as CIO.”
Lauren, who grew up in New City and whose family still lives in the county, commented, “I am particularly motivated and equally excited to continue to advance my career in portfolio management especially at CastleKeep. I proudly accept this position with ambition to succeed and I am very grateful for everyone’s continued support and encouragement.”
Lauren resides in Norwalk, CT and is responsible for evaluating and monitoring portfolio securities and investments. Lauren joined CastleKeep in 2011 as an intern. In 2012 Lauren graduated Magna Cum Laude from the Dolan School of Business at Fairfield University with a degree in Finance and officially joined the CastleKeep team as Portfolio Assistant. She was promoted to Portfolio Associate in 2015. Lauren is currently working towards the Chartered Financial Analyst® (CFA) designation and has passed the Level 1 exam.
Steve, Chuck and Lauren serve on the Investment and Portfolio Review Committees with Charlie.
Charlie Haberstroh continued, “We manage the financial affairs for wealthy families. Many of our clients also happen to be business owners. We’ve been helping our clients manage their assets, which include family owned businesses, through multiple generations for years. This was the right time for our business and our family to practice what we preach.”
For more information about CastleKeep Investment Advisors, visit www.castlekeepadvisors.com.