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WESTPORT, Conn.–(BUSINESS WIRE)–#kudos–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 appointment of Lauren Quesada as Partner.
Westport, CT resident, and CastleKeep founder, Charlie Haberstroh said, “I formed CastleKeep 23 years ago to be a client-centered, conflict-free adviser to high and ultra-high net worth clients. I’m extremely pleased to announce Lauren’s appointment as Partner. She is extremely talented and hardworking. In her 12 years with CastleKeep she has made invaluable contributions to our investment successes.”
Lauren has been with CastleKeep for more than a decade focusing on investments. Originally from New City, NY, she graduated from the Dolan School of Business of Fairfield University in 2012. During her senior year of college, Lauren interned at CastleKeep and then joined the team full-time upon graduation. She has served in various investment capacities over the years. Lauren was promoted to Vice President – Investments in 2017 before becoming partner. She continues to work closely with the client relationship managers and clients in structuring and managing investment portfolios that align with the clients’ financial objectives. Lauren analyzes and recommends investments and manages the firm’s equity strategies in conjunction with the CIO. She is also Vice Chairwoman of CastleKeep’s Investment and Portfolio Review Committees.
Lauren stated, “When I joined CastleKeep, I never expected to be with the same firm for over a decade, never mind, being made a partner. I’ve been presented many opportunities within the firm to broaden my investment expertise. As a Partner of the firm, I am inspired and looking forward to embrace further growth opportunities at CastleKeep. I am truly honored by the confidence and trust that the team has shown in me.”
Charlie stated, “In addition to her many positive attributes, Lauren has brought new perspectives and has added diversity to CastleKeep. We look forward to continue to benefit from her unique insights and to participate in her personal and professional growth as Partner.”
For more information about CastleKeep Investment Advisors, and for Lauren Quesada’s bio, please visit www.castlekeepadvisors.com or email Charlie Haberstroh, President CEO at firstname.lastname@example.org.