Contact
16+
Years of
Experience
Libby Castle
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Libby Castle

CFA, CFP®

Investment Specialist

Dallas, Texas

Libby Castle linkedin page

469.577.9748

Responsibility

Libby’s niche is not solely her support and quick execution of clients’ complex trading needs, but her expertise in investment solutions that she brings to bear in every client meeting.

Prior
Positions

  • 5 years at Bank of America Private Bank as a Portfolio Manager
  • 3 years at Bank of America as Portfolio Manager Associate
  • 6 years at Asset Consulting Group as a Performance Analyst
  • 2 years at Kennedy Capital Management as an Accounting and Performance Specialist

Credentials

  • Libby holds the Chartered Financial Analyst® designation
  • CERTIFIED FINANCIAL PLANNER®
  • MBA from the University of Missouri St. Louis
  • BS in Finance from Central Missouri State University

Personal
Profile

Libby lives in Dallas with her fiancé. They love the outdoors and are trying to visit all the U.S. National Parks. Libby is teaching herself to play the piano and is working to improve her golf game.

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