David R. Jones Co-Founder, President and Chief Executive Officer of CastleOak Securities, L.P., a leading boutique investment bank headquartered in New York City.
CastleOak Securities offers financial services including equity sales and trading, fixed income sales and trading, and financial advisory services. Since founding the company in 2006, Jones has overseen the substantial growth of both the firm’s business activities and personnel. Under his leadership, CastleOak has become one of the top underwriters of debt and equity securities in the U.S.
Prior to CastleOak Securities, Jones was Head of Investment Banking and Capital Markets at Blaylock & Company, Inc., where he worked closely with many of the firm’s Fortune 500 clients. He joined Blaylock from Merrill Lynch.
Jones holds an MBA from the University of Pennsylvania, The Wharton School and a B.S. from Boston University.