E.J. Reinoso is the Founding Partner and Chief Executive Officer of Castleton. He began his career in the investment industry at Lehman Brothers in 1969.
Mr. Reinoso joined Bear Stearns in 1972 and became a Limited Partner, with responsibilities including Institutional Sales Management. In 1979 he joined L.F. Rothschild, where he was a Managing Director, responsible for the development of Institutional Sales through 1985. In 1986, he founded Reinoso & Company Incorporated, an originator and distributor of municipal securities, co-managing offerings totaling over $65 billion and senior managing 12 with a total value exceeding $1.6 billion. He started the affiliated Reinoso Asset Management in 1991.
Mr. Reinoso was elected to the Municipal Securities Rulemaking Board, the self-regulatory body of the Securities and Exchange Commission, on which he served until 1996. In 1998, he refocused Reinoso & Company’s resources to managing the bond portfolios of a sophisticated cross section of private clients, including many Wall Street veterans. In 2005, the firm’s name was changed to Castleton Partners.
Mr. Reinoso earned his B.S. from Temple University.
Fred Gaertner is a consulting advisor to Castleton, having retired from the Chubb Corporation in 2013. At Chubb, he served as a Senior Vice President in the firm’s Investment Department for twenty-four years. During that time, he was responsible for all aspects of the management of Chubb’s $20 billion tax-exempt bond portfolio, including credit and interest rate strategies, security selection, portfolio surveillance, performance measurement, and taxable/tax-exempt investment options.
Mr. Gaertner’s experience in the municipal bond market spans some forty years and includes senior investment management positions in tax-exempt securities at Salomon Brothers Asset Management, Chase Manhattan Bank, and J.P. Morgan. In addition to managing large institutional tax-exempt bond portfolios, he has structured and supervised high-net worth individual accounts, mutual funds, and other pooled tax-exempt investment vehicles.
Mr. Gaertner served as a public member of the Municipal Securities Rulemaking Board from 1992 until 1995, and later returned to serve on an Investors Advisory Committee to the Board. He was also active in the Municipal Bond Buyers organization.
Mr. Gaertner received a B.A. with Distinction from the University of Virginia and a M.B.A. from University of Pennsylvania’s Wharton School.
Michael Reinoso is Chief Operating and Compliance Officer of Castleton.
Having returned to Castleton in 2013, Mr. Reinoso assists in client portfolio trading and monitoring and is responsible for all business operations including accounting, communications, data management and technology implementations. Prior to his current post, Mr. Reinoso served as Director of Business Development and was responsible for cultivating relationships with a host of multi-family and single family offices across the country.
Since his return to Castleton, Mr. Reinoso has additionally led the firm’s impact investing initiatives.
Previously, Mr. Reinoso served as a program manager at capital and commodity markets consulting firm Sapient Global Markets, based in both Boston and New York. He graduated from The College of William & Mary with a dual major in Economics and Government.