Team: Castaldo-Egan Team
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Catherine Castaldo
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. […]
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Josette D. Egan
Josette 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…
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Max Cheng
Max 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.
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Kristin Venne
Kristin 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.
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Laurie Goodman
Laurie 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. […]
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Michael Ross
Michael 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. […]
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Brian DiGregorio
Brian 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.…
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Elizabeth A. Fell
Liz 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…
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Castaldo-Egan Team
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.