We utilize our combined 50+ years of investment knowledge and experience to provide a comprehensive financial/investment plan to suit the needs of the individual client.
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Send EmailCatherine 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. […]
Catherine Castaldo
Managing Director
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Send EmailJosette D. Egan is a Managing Director for Jefferies Private Wealth Management and is a senior member of one of the top teams in New York. Josette is a 20-year veteran in the finance industry. Prior to Jefferies, Josette was a senior vice president at the Citi Private Bank. Josette managed the equities product at the Citi Private Bank and has extensive experience within the equities markets. […]
Josette D. Egan
Managing Director
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Send EmailMax Cheng is an Assistant Vice President of Jefferies Private Wealth Management. Prior to joining Jefferies, Max was with Legg Mason and Wertheim Schroder in the institutional sales and private investors group. He has a BA from SUNY at Stony Brook.
Max Cheng
Assistant Vice President
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Send EmailKristin Venne is an Assistant Vice President for Jefferies Private Wealth Management. Prior to joining Jefferies, Kristin was an associate at Deutsche Bank Wealth Management. Kristin received her bachelor’s degree from Sacred Heart University in Connecticut.
Kristin Venne
Assistant Vice President
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Send EmailLaurie is the Global Head of Investment and Wealth Solutions at Jefferies Wealth Management. Prior to joining Jefferies, Laurie spent over 12 years at Bank of America Merrill Lynch as the Head of Equity Long/Short Hedge Fund Research, overseeing equity hedge fund and liquid alternatives third party assets for a $50bn plus alternatives platform. […]
Laurie Goodman
Managing Director – Global Head of Investment and Wealth Solutions
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Send EmailMichael Ross is a Managing Director for Jefferies Private Wealth Management Group and is Head of Estate, Tax, and Financial Planning. Prior to joining Jefferies, Michael was the founding member of a multi-family office serving ultra-high-net-worth families. Previously, he was with Wilmington Trust, in charge of financial planning and managing complex trust relationships. […]
Michael Ross
Managing Director
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Send EmailBrian DiGregorio is a Senior Vice President for Jefferies Private Wealth Management in New York where he manages the implementation and execution of the 10b5-1 selling plans established for Jefferies Wealth Management clients. Prior to joining Jefferies in 2006, Brian was an Associate on the management team within the private banking division of Credit Suisse. […]
Brian DiGregorio
Senior Vice President
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Send EmailLiz Fell is a member of the Jefferies Private Wealth Management Group where she provides strategic execution of fixed income portfolios for clients. Prior to joining Jefferies in 2013, Liz was a member of Barclays wealth asset allocation team. In addition to creating asset allocations, she refined recommendations for US clients, including security selection and duration targets. […]
Elizabeth A. Fell
Senior Vice President
Our Client-First Approach
The Castaldo-Egan Team provides an institutional caliber experience for the ultra-high-net-worth and family office client. Our team encompasses wealth management professionals with expertise in Fixed Income, Corporate Services, and Equities, as well as Wealth Solutions. We utilize our combined 50+ years of investment knowledge and experience to provide a comprehensive financial/investment plan to suit the needs of the individual client. Our team is able to deliver the institutional resources of Jefferies within a private client setting. Whether it’s an individual seeking advice on specific securities or a comprehensive investment and financial plan, or a professional money manager/family office utilizing our research, banking, and trading capabilities, our team is equipped to meet your financial needs.