CastleOak adds Heald, Lorenz, Guest to municipal sales and trading

By Tali David

Minneapolis, June 13 - CastleOak Securities, LP announced the expansion of its municipal sales and trading team with the addition of managing directors James Heald, Michael Lorenz and Christine Guest, according to a press release.

"We welcome these well-regarded, highly complementary individuals to our team, and are confident they will accelerate the growth of our full-service distribution platform and strengthen our municipal coverage," president and chief executive officer David R. Jones said in the release.

Heald previously served as a senior vice president at Cabrera Capital Markets, where he focused on tax-exempt institutional sales. Before that, he held senior positions at Robert W. Baird & Co. and JPMorgan Chase & Co.

Most recently, Lorenz served as a vice president at Cabrera Capital Markets, covering institutional sales, and has previously held senior positions at Lehman Brothers, the Public Building Commission of Chicago, Ashton Partners, PriceWaterhouseCoopers and the Federal Reserve Bank of Chicago.

Previously, Guest served as a senior vice president at Cabrera Capital Markets, where she was responsible for covering municipal client accounts. Before Cabrera, she held senior positions at KeyBanc Capital Markets and McDonald & Co. Investments.

CastleOak is an investment bank based in New York.

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