Andrew Casteel, Cfp® work email
- Valid
- Valid
Andrew Casteel, Cfp® personal email
- Valid
Andrew Casteel, Cfp® is a Chief Investment Officer, Financial Planner at Acorn Financial Services.
-
Vice PresidentWs Wealth Management, Llc Oct 2013 - Jul 2018Tysons Corner, Virginia• WS Wealth Management is a boutique wealth management firm based in Northern Virginia. The firm's mission is to be a trusted financial partner to our clients, providing comprehensive financial solutions to meet our client's investment objectives. Our clients reside throughout the United States and include business owners, entrepreneurs, corporate executives, doctors, and other accomplished professionals and their families. • As a fee-only financial advisor, we do not receive commissions for particular products and are able to offer unbiased objective advice for our clients. -
Vice President, Wealth ManagementBluemont Capital Advisors, Llc Apr 2013 - Oct 2013Tysons Corner, Virginia
-
Operations Manager / TraderPjm Capital Jan 2010 - Dec 2012Potomac Falls, Virginia• Developed trade execution strategies designed to minimize the market impact (slippage) for all futures markets traded at PJM Capital, a systematic trend-following CTA with $379 MM in AUM (at peak)• Traded 68 global futures markets covering equity indices, fixed income, commodities (energies, grains, metals, softs), and currencies in North America, Europe, Australia and Asia • Expanded the in-house trade execution to full 24-hour coverage. This included time as the original staff member responsible for trading coverage during Asian and European market hours• Created and implemented procedures and controls for the trading desk • Prepared client reports, marketing materials and due diligence documents to support the firm’s investor relations and marketing efforts
-
Summer AssociateUbs Jun 2008 - Aug 2008Stamford, ConnecticutFixed Income, Currency, and Commodities Division Sales and Trading Summer Intern• Assisted proprietary credit desk in identifying trading opportunities in the fixed income markets • Presented trading strategy for Brazilian inflation utilizing the DI futures contract, resulting in a trade by emerging markets team • Gained exposure to fixed income and credit products including corporate and sovereign credit default swaps, investment grade debt, high yield debt, and DI Futures contracts• Led a team of three to first place finish among all summer associate and analyst interns in the internal trading competition -
TraderLabranche Structured Products Aug 2005 - Jul 2007New York, New York• Managed and hedged the international and domestic Exchange Traded Fund (ETF) portfolio for the specialist post on the New York Stock Exchange (NYSE)• Developed spreadsheets to analyze real time position risk and exposure by region globally and by industry domestically • Partnered with Specialists and programmers to develop a trading platform to transition to electronic trading from open outcry• Communicated market analysis and firm trading strategies with Specialists on a daily basis• Traded international and domestic equity, bond, and commodity ETF's on the floor of the American Stock Exchange (AMEX)
-
ConsultantBooz Allen Hamilton Apr 2004 - Jun 2005Mclean, Virginia• Provided economic analysis products for an array of clients in the intelligence community. Deliverables included business cases, an analysis of alternatives, a cost estimating tool, and ongoing financial management support• Developed a business case to assist the CIO of the Defense Intelligence Agency in evaluating the viable alternatives for managing the General Defense Intelligence Program (GDIP) Information Technology funding as an enterprise• Built a dynamic cost tool for a client using Excel to calculate the potential cost savings attained through strategic placement of reservists• TS/SCI Security Clearance
Andrew Casteel, Cfp® Skills
Andrew Casteel, Cfp® Education Details
-
Certificate In Financial Planning -
Summer School Programme -
Finance
Frequently Asked Questions about Andrew Casteel, Cfp®
What is Andrew Casteel, Cfp®'s role at the current company?
Andrew Casteel, Cfp®'s current role is Chief Investment Officer, Financial Planner at Acorn Financial Services.
What is Andrew Casteel, Cfp®'s email address?
Andrew Casteel, Cfp®'s email address is ac****@****ent.com
What schools did Andrew Casteel, Cfp® attend?
Andrew Casteel, Cfp® attended University Of Virginia - Darden Graduate School Of Business Administration, Georgetown University, The London School Of Economics And Political Science (Lse), The College Of William And Mary.
What skills is Andrew Casteel, Cfp® known for?
Andrew Casteel, Cfp® has skills like Financial Modeling, Investments, Equities, Fixed Income, Financial Analysis, Hedge Funds, Trading, Valuation, Capital Markets, Emerging Markets, Wealth Management, Asset Allocation.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial