NEW YORK--(BUSINESS WIRE)--CastleOak Securities, L.P., a leading New York-based boutique investment bank, today announced that Donna Sims Wilson has joined the firm as Executive Vice President. Ms. Sims Wilson, formerly President of M.R. Beal & Company, a leading investment bank specializing in municipal and corporate finance, will be responsible for helping to drive revenue growth and for overseeing new business generation across the firm’s various business lines.
Ms. Sims Wilson joins CastleOak Securities with over 25 years of experience in equity sales, and corporate and mortgage finance. As President of M.R. Beal & Company, she was responsible for that firm’s revenue growth with corporations, public pension plans, and institutional asset management firms. Previously, Ms. Sims Wilson was Executive Vice President and Head of Equity Sales and Trading at M.R. Beal and also served as the firm’s Senior Vice President and Director of the Federal Finance Group, where she was responsible for the securitization of single family, multi-family and commercial mortgage loans for the Resolution Trust Corporation and other federal agencies. Earlier, she was Vice President at Bear Stearns and began her career at Lehman Brothers in corporate finance.
David R. Jones, President and Chief Executive Officer of CastleOak Securities said, “We are delighted to welcome such an outstanding seasoned professional to our management team. Donna’s breadth of relationships in the industry and range of expertise across various business lines are excellent complements to our business. As we continue to focus on growth strategies, Donna’s deep industry knowledge and leadership will prove to be exceptional assets to CastleOak.”
Ms. Sims Wilson commented: “It is exciting to join a leading boutique investment bank that is continuously growing and expanding in multiple sectors. I look forward to contributing to the continuing growth of CastleOak, and to the opportunity to provide our clients with the quality and excellence of execution which are CastleOak’s hallmarks of service and performance.”
Donna Sims Wilson serves as Chair of the Legislative Committee of the National Association of Securities Professionals, and is Vice Chairman of the Kohl Children’s Museum of Greater Chicago and a Board Member of the John G. Shedd Aquarium. She is a former Board Member of the Bond Market Association, currently known as the Securities Industry Financial Management Association (SIFMA) and is a former member of Fannie Mae’s National Advisory Council. Ms. Sims Wilson has also served as chairman of the Sub-Saharan African Advisory Board of the Export Import Bank of the United States. Ms. Sims Wilson received her Bachelor of Arts Degree in Political Science from Yale University.
About CastleOak Securities
CastleOak is a New York based boutique investment bank with regional offices in Chicago, Atlanta, and Portland. It is managed by a team of seasoned bankers with an average of over 20 years of experience. CastleOak provides sales and trading, capital markets, and financial advisory services. The company offers expertise in primary and secondary market transactions, and is structured to effectively advise its clients on mergers, acquisitions, divestitures, valuations and general strategic assessments.
CastleOak is in a strategic partnership with Cantor Fitzgerald, L.P., a leading global financial services provider to the institutional equity and fixed income capital markets.