Castleton Partners

Fixed income wealth preservation.

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  • Home
  • What We Do
    • Private Portfolio Management
  • How We Differ
  • Principals
    • Edward J. Reinoso
    • James S. Welch
    • Larissa M. Wilson
    • Susan H. Sevrin
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Principals

We founded Castleton Partners as principals sharing an uncommon commitment to partnership with our clients.

With many years of experience and an outstanding network of contacts and resources in fixed income securities, each of us has held senior level management positions at top-tier Wall Street firms.

Edward J. Reinoso, Chief Executive Officer

James S. Welch, Senior Portfolio Manager

Larissa M. Wilson, Senior Analyst

Susan H. Sevrin, Director of Client Services

About

Castleton Partners is an independently owned fixed-income investment management and advisory firm committed to sharing our knowledge, experience and well-established professional resources with an intentionally limited number of high net worth individuals, families and foundations.

Our objective is to develop and maintain a partnership with our clients that, with their participation in an ongoing dialogue, achieves the highest standard of service and professionalism.

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