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CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities. Since its founding in 2006, CastleOak has grown to approximately 50 professionals and has assisted its clients on public offerings totaling over $3 trillion.
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Freeman Financial Svc is a Raleigh, NC-based company in the Financial Services sector.
Community West Credit Union is a Grand Rapids, MI-based company in the Financial Services sector.
Founded in 1974, R&T Deposit Solutions provides deposit and liquidity solutions to financial intermediaries around the country. In 2022, Reich & Tang Deposit Solutions and Total Bank Solutions completed a successful business combination and have rebranded the firm as R&T Deposit Solutions (“R&T”). The new brand represents the union of two industry leaders with a strong and unified platform and commitment to deliver innovative solutions designed to meet the evolving needs of their clients. R&T offers a wide range of innovative tech-enabled services to help banks, credit unions, trust companies and wealth managers meet their unique cash sweep, deposit funding and securities-based lending needs. Through its Demand Deposit Marketplace® (DDM®) Program, R&T provides banks and other depository institutions with access to millions in reciprocal deposits, and underlying customers with access to expanded levels of FDIC insurance on their deposits through participating banks. R&T is also the trusted vendor of large broker dealers and other financial institutions that administer their insured cash sweep programs.