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September 16, 2019Cart


by Fairfield County Business Journal

Sons of firm’s founder named partners

Westport-based CastleKeep Investment Advisors LLC has announced that managing directors Chuck and Steve Haberstroh, sons of Charlie Haberstroh, the firm’s owner, president and CEO, have been named partners.

Chuck Haberstroh, serves as treasurer and runs trading and operations. He joined CastleKeep shortly after graduating with a degree in finance from the Dolan School of Business at Fairfield University in 2004.

Steve Haberstroh, who is responsible for new business and client relationships, graduated from Wake Forest University with a degree in economics. He worked at Ameriprise in Boston before joining CastleKeep in 2008.

The company also announced that Lauren Quesada has been promoted to vice president for investments. .

“We’ve been helping our clients manage their assets, which include family-owned businesses, through multiple generations for years,” said Charlie Haberstroh. “This was the right time for our business and our family to practice what we preach.”