About

Catherine Castaldo is a Managing Director for Jefferies Private Wealth Management Group and represents Jefferies global research, institutional, and retail clients which entails understanding the needs of these clients, setting up meetings with Jefferies’ analysts, arranging meetings with corporate executives and attending industry conferences. For those who are high-net-worth individuals, her focus is to relay important changes in investment strategy and research and help them to decide how to best implement that advice in their accounts. Catherine began her career as a broker at AG Becker and has since held senior roles at Wertheim/Schroders and Legg Mason prior to joining Jefferies. Catherine received a BA in Education and Philosophy from Saint Joseph’s College and an MBA from Baruch College, CUNY.