Castellan Group, Llc
Stewardship (noun): the careful and responsible management of something entrusted to one's care - Merriam-Webster.com Castellan is an independent registered investment advisor. We are accountable stewards providing outstanding stewardship of all your resources with the goal of simplifying your life and improving your returns. Castellan is wholly owned by a perpetual trust with all income donated to charitable organizations on an annual basis. If we are ever sold, 100% of the proceeds will pass on to charities through the trust. Castellan Group, LLC (“Castellan”) is a Registered Investment Advisor (“RIA”), with the U.S. Securities and Exchange Commission (“SEC”). The information provided here should not be be construed as an offer or sale of any securities, insurance or other investment products. Investments involve risk of loss including of principal. Consult with a professional financial, accountant or tax professional before implementing any suggestions herein.
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Verified contacts
16
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
2
tools in use
Monthly traffic
100
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- KP
Kate Ponder
Director of Client Services · Customer/Client Service
EmailPhone - SB
Shannon Bradbury
Director of Operations Compliance · Operations
EmailPhone - JR
John Riney
Senior Associate · Finance & Accounting
EmailPhone - BD
Ben Davison
Quantitative Analyst · Other
EmailPhone - RR
Rick Remmers
Venture Capital Senior Advisor · Other
EmailPhone - SS
Scott Smith
Founding Family · Other
EmailPhone - NK
Nate Kibby
Vice President · General Business & Management
EmailPhone - EB
Ethan Bednarczyk
Accounting Manager · Finance & Accounting
EmailPhone - KS
Karen Smith
Executive Administrator · General Business & Management
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Castellan Group, Llc
15 distinct titles indexed · top 10 shown.
- 1accounting manager
- 1director of client services
- 1director of operations compliance
- 1executive administrator
- 1founding family
- 1intern
- 1private equity intern
- 1private investments intern
- 1quantitative analyst
- 1senior associate
- +5more titles
Sign up to unlock all 16 contacts at Castellan Group, Llc
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