Edward J. Reinoso | Chief Executive Officer

E.J. Reinoso is a Founding Partner and Chief Executive Officer of Castleton Partners. He began his career in the investment industry at Lehman Brothers in 1969.

In 1972, Mr. Reinoso joined Bear Stearns and became a Limited Partner, with responsibilities including Institutional Sales Management. He joined L.F. Rothschild 1979, 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 twelve with a total value exceeding $1.6 billion. He started the affiliated Reinoso Asset Management in 1991.

Mr. Reinoso’s stature in the municipal securities industry was recognized when he was elected to the Municipal Securities Rulemaking Board, the self-regulatory body of the Securities and Exchange Commission, on which he served until 1996. Mr. Reinoso holds a B.S. from Temple University.

 

Frederick W. Gaertner | Senior Consultant

Fred Gaertner joined Castleton in 2016 to advise on consulting clients’ fixed income portfolios. Retired from the Chubb Corporation in 2013, Mr. Gaertner served as Senior Vice President in Chubb’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.

 

Heather R. Wootten | Director

As Director of Client Services, Heather Wootten serves as the primary point of contact between Castleton and our clients. She is responsible for daily account maintenance, relationship management, daily and quarterly reporting, firm operations and special projects. Heather works alongside the firm’s CEO and CIO to monitor market activity and assist in portfolio management, while sharing responsibility for the development and implementation of the firm’s impact investing offering.

Heather joined Castleton in 2013 from Carrington Mortgage Services, where she acted as a senior loan officer. Prior to Carrington, Heather dedicated a year to the national service organization AmeriCorps, as a VISTA volunteer. In her role, she served as Business Development Officer and Credit Union Organizer for Fresno Community Development Financial Institution and led the chartering process for an institution that would become the Self Help Credit Union of Fresno, California.

Heather graduated from Bentley University with a B.S. in Corporate Finance and Accounting and a Liberal Studies double major in Ethics and Social Responsibility. She then received her M.B.A. from Bentley University’s McCallum Graduate School of Business. Heather is a 2017 Level 1 Candidate in the CFA Program.

 

J. Michael Reinoso | Director

Michael Reinoso serves Castleton in several complementary capacities. As Director of Business Development, he is responsible for communicating our firm’s perspective and capability to investors who would best be served through a partnership with Castleton. Michael also manages our digital channels, facilitates relationships with news media and financial advisers, and leads the firm’s efforts on sustainable and impact-themed investing.

Graduated from The College of William & Mary with a dual major in Economics and Government, Michael rejoined our practice in 2013 and also serves as our Chief Compliance Officer. He was previously a program manager at capital and commodity markets consulting firm Sapient Global Markets, based in both Boston and New York.