Milton M. Irvin
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Milton M. Irvin Email & Phone Number

Chairman - Advisory Board, CastleOak Securities, LP Non-Executive Chairman at NexTier Companies, LLC at NexTier Companies, LLC
Location: Bluffton, South Carolina, United States 9 work roles 2 schools
1 work email found @castleoaklp.com 1 phone found area 646 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@castleoaklp.com
Direct phone (646) ***-****
LinkedIn Profile matched
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Current company
Role
Chairman - Advisory Board, CastleOak Securities, LP Non-Executive Chairman at NexTier Companies, LLC
Location
Bluffton, South Carolina, United States
Company size

Who is Milton M. Irvin? Overview

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Quick answer

Milton M. Irvin is listed as Chairman - Advisory Board, CastleOak Securities, LP Non-Executive Chairman at NexTier Companies, LLC at NexTier Companies, LLC, a with 11 employees, based in Bluffton, South Carolina, United States. AeroLeads shows a work email signal at castleoaklp.com, phone signal with area code 646, and a matched LinkedIn profile for Milton M. Irvin.

Milton M. Irvin previously worked as Chairman - Advisory Board at Castleoak Securities, L.P. and Non-Executive Chairman at Nextier Companies, Llc. Milton M. Irvin holds Master Of Business Administration (Mba), Finance from Wharton School, University Of Pennsylvania.

Company email context

Email format at NexTier Companies, LLC

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{first_initial}{last}@castleoaklp.com
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AeroLeads found 1 current-domain work email signal for Milton M. Irvin. Compare company email patterns before reaching out.

Profile bio

About Milton M. Irvin

Over 35 years of extensive senior management and c-suite level experience across the financial services industry in investment banking, sales and trading and investment management, both from a global perspective as well as an entrepreneurial standpoint. Leveraging leadership skills and experience for both for profit and non-profit organizations to add value and provide counsel.

Listed skills include Capital Markets, Investment Banking, Fixed Income, Equities, and 17 others.

Current workplace

Milton M. Irvin's current company

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NexTier Companies, LLC
Nextier Companies, Llc
Chairman - Advisory Board, CastleOak Securities, LP Non-Executive Chairman at NexTier Companies, LLC
chicago, illinois, united states
Employees
11
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9 roles · 53 years

Milton M. Irvin work experience

A career timeline built from the work history available for this profile.

Chairman - Advisory Board

Current
Castleoak Securities, L.P.

Greater New York City Area

CastleOak Securities, L.P. (“CastleOak”) is a leading boutique investment bank focused on providing superior client service in the specialized areas of financial advisory, equities and fixed income sales and trading, and capital markets.

2012 - Present ~14 yrs 6 mos

Non-Executive Chairman

Current

Greater Chicago Area

We are a multi-disciplined consulting and investment advisory firm that helps investment organizations compete and operate more effectively. We engage “thinkers” and “doers” to help our clients achieve enhanced investment performance while reducing overall business risk. Our 360 degrees of experience is the cornerstone of our solutions-focused advice. Founded in 2012, we are headquartered in Chicago with professionals located in Atlanta, Denver, New York, Philadelphia and San Francisco.

2013 - Present ~13 yrs 6 mos

Managing Director

UBS AG is the parent company of the UBS Group (Group). The operational structure of the Group comprises the Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Retail & Corporate, Global Asset Management and the Investment Bank.

2002 - 2012 ~10 yrs

President And Chief Operating Officer

Imbot.Com

Greater New York City Area

Imbot.com provided custom interfaces that enabled any Internet connection to contact any number of phones. This was accomplished by converting a text message to voice or creating a pre-recorded, personalized message that can be received by any number of phones simultaneously.

2000 - 2002 ~2 yrs

President And Chief Operating Officer

Blaylock & Partners L.P. (B&P) provided investment-banking, securities underwriting and played lead manager on the first corporate bond sale to be completely underwritten by minority firms. B&P became the first minority-owned firm to serve as lead underwriter on a deal for a Fortune 500 company (Texaco).

1998 - 2000 ~2 yrs

Managing Director

Salomon Brothers, Inc.

Salomon Brothers was a Wall Street investment bank, known as a bulge bracket company. Founded in 1910. Salomon Brothers Inc. provided investment-banking, securities underwriting, and foreign exchange trading services. Salomon Brothers Inc. was based in New York, New York.

1990 - 1998 ~8 yrs

Managing Director

Paine Webber and Company was an American stock brokerage and asset management firm that was acquired by the Swiss bank UBS AG in 2000. The company was founded in 1880 in Boston, Massachusetts

1988 - 1990 ~2 yrs

Managing Director

Salomon Brothers, Inc.

Greater New York City Area

Salomon Brothers was a Wall Street investment bank, known as a bulge bracket company. Founded in 1910. Salomon Brothers Inc. provided investment-banking, securities underwriting, and foreign exchange trading services. Salomon Brothers Inc. was based in New York, New York.

1977 - 1988 ~11 yrs

Corporate Lending Officer-Assistant Treasurer

JPMorgan Chase & Co. is one of the oldest, largest and best-known financial institutions in the world. The firm's legacy dates back to 1799 when its earliest predecessor was chartered in New York City. Its major heritage firms — J.P. Morgan, Chase Manhattan, Chemical, Manufacturers Hanover (in New York City) and Bank One, First Chicago, and National Bank of Detroit (in the Midwest).

1974 - 1977 ~3 yrs
2 education records

Milton M. Irvin education

FAQ

Frequently asked questions about Milton M. Irvin

Quick answers generated from the profile data available on this page.

What company does Milton M. Irvin work for?

Milton M. Irvin works for NexTier Companies, LLC.

What is Milton M. Irvin's role at NexTier Companies, LLC?

Milton M. Irvin is listed as Chairman - Advisory Board, CastleOak Securities, LP Non-Executive Chairman at NexTier Companies, LLC at NexTier Companies, LLC.

What is Milton M. Irvin's email address?

AeroLeads has found 1 work email signal at @castleoaklp.com for Milton M. Irvin at NexTier Companies, LLC.

What is Milton M. Irvin's phone number?

AeroLeads has found 1 phone signal(s) with area code 646 for Milton M. Irvin at NexTier Companies, LLC.

Where is Milton M. Irvin based?

Milton M. Irvin is based in Bluffton, South Carolina, United States while working with NexTier Companies, LLC.

What companies has Milton M. Irvin worked for?

Milton M. Irvin has worked for Castleoak Securities, L.P., Nextier Companies, Llc, Ubs Investment Bank, Imbot.Com, and Blaylock & Partners, Lp.

Who are Milton M. Irvin's colleagues at NexTier Companies, LLC?

Milton M. Irvin's colleagues at NexTier Companies, LLC include Bob Pierce and Robert Moberger.

How can I contact Milton M. Irvin?

You can use AeroLeads to view verified contact signals for Milton M. Irvin at NexTier Companies, LLC, including work email, phone, and LinkedIn data when available.

What schools did Milton M. Irvin attend?

Milton M. Irvin holds Master Of Business Administration (Mba), Finance from Wharton School, University Of Pennsylvania.

What skills is Milton M. Irvin known for?

Milton M. Irvin is listed with skills including Capital Markets, Investment Banking, Fixed Income, Equities, Investments, Hedge Funds, Strategic Planning, and Financial Modeling.

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