Our Seasoned Team
We're heavily invested in our team. It is our most valuable resource and is completely focused on delivering the highest quality services and results to our clients.
Castleview Partners was formed in 2015 by Douglas Gill, Michael Mansur and Umberto Perez, three veteran independent financial advisors who pooled their deep investment, financial planning and technology systems knowledge, as well as their broad financial services industry experience. Key early additions to the team, in 2016, included Cathy Bailey (Director of Operations & Trading), Matt Marquis (Chicago Office Director), in 2017, David Fajardo (Director of Capital Markets), and in 2020, Scott Zachary (Director of Investment Management). All are financial services veterans.
By combining and integrating the skills, resources, contacts, knowledge bases and assets under management of all of these key players at the firm, we have been able to achieve three important objectives at Castleview. First, we have built economies of scale, driving costs down for our firm and our clients, and also giving us marketplace credibility and access to strategies that are not available to smaller firms. Second, we have put together an outstanding suite of back office/ support systems to provide a leading-edge technology and operations platform for the firm; and we have similarly assembled an attractive investment platform of best-of-breed strategies for our clients, using an open architecture approach to investing. Third, by organizing ourselves as an independent Registered Investment Adviser, we have ensured that we will continue to be able to advise our clients with integrity and objectivity, as fiduciaries, something which is very important to all of us.