Jerry Castellini
Chief Executive Officer at CastleArk Management LLC
Profile
Mr. Jerome A.
Castellini is a Co-Founder, Co-Chief Investment Officer & Portfolio Manager at CastleArk Management LLC and a President & Managing Member at CastleArk Alternatives LLC.
Mr. Castellini entered the investment industry in 1979 as an energy analyst at Harris Bancorp.
In 1981, he moved to Kemper Financial to assume responsibility for the energy sector.
He was the founding portfolio manager for Kemper Gold and Kemper Blue Chip Funds in 1986.
In 1989, he moved to Loomis, Sayles to be portfolio manager for the firm’s Large Cap Growth strategy.
In 1992 he was named Managing Partner of the Chicago office and added to the firm’s Board of Directors.
He received his undergraduate degree from the University of Notre Dame and an MBA from The University of Chicago.
Jerry Castellini active positions
Companies | Position | Start |
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CastleArk Management LLC
CastleArk Management LLC Investment ManagersFinance Founded in 1999 by Jerry Castellini and Ed Clark, CastleArk Management LLC is a registered investment adviser located in Chicago, Illinois. The firm provides investment advisory services to a variety of institutional clients, but their clients are predominantly pension plans, including corporate plans and state and local government plans. CastleArk also serves as adviser or sub-adviser to investment companies and collective trusts. Their clients may also include foundations and corporate accounts, plus a few high net-worth individuals. CastleArk's affiliated adviser CastleArk Alternatives, L.L.C. sponsors hedge funds for qualified investors. | Chief Executive Officer | - |
CastleArk Alternatives LLC
CastleArk Alternatives LLC Investment ManagersFinance CastleArk Alternatives LLC provides investment advice. The American company was founded in 2005. The CEO is Jerome A. Castellini. | Chief Executive Officer | - |
Former positions of Jerry Castellini
Companies | Position | End |
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Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Corporate Officer/Principal | 1998-12-30 |
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a private company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Portfolio Manager-Equities | 1988-12-30 |
Training of Jerry Castellini
University of Notre Dame | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Experiences
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1st degree connections
1st degree companies
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Female
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Private companies | 4 |
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Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a private company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Finance |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Finance |
CastleArk Management LLC
CastleArk Management LLC Investment ManagersFinance Founded in 1999 by Jerry Castellini and Ed Clark, CastleArk Management LLC is a registered investment adviser located in Chicago, Illinois. The firm provides investment advisory services to a variety of institutional clients, but their clients are predominantly pension plans, including corporate plans and state and local government plans. CastleArk also serves as adviser or sub-adviser to investment companies and collective trusts. Their clients may also include foundations and corporate accounts, plus a few high net-worth individuals. CastleArk's affiliated adviser CastleArk Alternatives, L.L.C. sponsors hedge funds for qualified investors. | Finance |
CastleArk Alternatives LLC
CastleArk Alternatives LLC Investment ManagersFinance CastleArk Alternatives LLC provides investment advice. The American company was founded in 2005. The CEO is Jerome A. Castellini. | Finance |
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