E.J. Reinoso is the Founding Partner and Chief Executive Officer of Castleton Partners. 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.
Charles (Chuck) Urquhart is a Director at Castleton Partners, responsible for the firm’s sub-advisory business.
Mr. Urquhart began his fixed income career in 1989 at Kidder, Peabody & Co. Shortly after, he joined Lehman Brothers in New York, responsible for the institutional market for global government bonds.
In 2000, Mr. Urquhart moved to Fidelity Investments and spent the following 16 years building and overseeing the firm’s intermediary and individual fixed income investor divisions, serving registered investment advisors, broker dealers, and family offices. While at Fidelity, Mr. Urquhart served on multiple investment committees as a subject matter expert in the domestic fixed income markets, and was a frequent guest speaker on topics related to investor behavioral finance, market dynamics, and de-mystifying the bond market.
Mr. Urquhart is a CFA charter holder and a graduate of Brown University, where he remains active with the athletic department. He continues to be an avid youth sports volunteer.
Fred Gaertner is a consulting advisor to Castleton Partners, 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 Partners.
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.