CastleArk's senior management has worked together for 20 years, with other members having worked together for nearly 30 years, in some cases.

Each of our investment professionals has (or has worked toward) an advanced degree, with several holding the Chartered Financial Analyst (CFA) designation. Our professional team averages 23 years of financial industry experience.  CastleArk Management also employs three highly-experienced equity traders.

In addition to the portfolio managers, analysts, and traders directly responsible for the investment portfolios, we have an experienced staff of operations, client service, and compliance specialists to ensure the highest level of service and integrity to our clients. 

Our sales and marketing staff provide clients, consultants, and prospects with the highlights of our firm, and its processes and performance.

Our Founders

Jerome A. Castellini Edward A. Clark

Investment Professionals

Robert S. Takazawa, CFAScott Pape, CFAJames Stark, CFAGregory Baxter, CFARichard S. Drake, CFAQuentin Ostrowski, CFATimothy ClarkTroy Logan, CFAJoseph Hagan, CPAAustin CampbellMichael WuSteve Manus

Equity Traders

Nora WalshBrandy HamiltonJames Wagenhofer, CMT

Operations/Client Service

Vanessa ArroyoSusan LeeJan LexowLauren SaulsMary Ryan

Compliance/CFO

James Castellini