CastleKeep Investment Advisors LLC, a Westport-based independent registered investment advisor (RIA) serving high and ultra-high net worth individuals and families, has promoted Lauren Quesada to the role of partner.
Quesada first came to CastleKeep as an intern in 2012 during her senior year at the Dolan School of Business of Fairfield University and then joined the company upon graduation. She has served in various investment capacities over the years was promoted to vice president of investments in 2017 before becoming partner. She also vice chairwoman of CastleKeep”™s Investment and Portfolio Review Committees.
“I formed CastleKeep 23 years ago to be a client-centered, conflict-free adviser to high and ultra-high net worth clients,” said company founder Charlie Haberstroh. “I”™m extremely pleased to announce Lauren”™s appointment as partner. She is extremely talented and hardworking. In her 12 years with CastleKeep she has made invaluable contributions to our investment successes.”
