Jon Castaldo

Director
PFM Financial Advisors LLC
Contact

40 Wall Street
49th Floor
New York, NY 10005

castaldoj@pfm.com
646.561.0713 office

Specialties
Financial Advisory

Transportation, Environmental Utilities

Education
B.A. in Economics and Finance
University of Hartford

M.S. in Finance
University of New Haven

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2016

Started in the Field: 2002

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Jon Castaldo is a director in in the environmental finance team working out of the firm’s New York City office. He has over 15 years of experience originating, structuring and executing transactions across a wide variety of financial products.

Prior to joining PFM, Jon founded a capital markets and alternative investment advisory to institutional investors and government agencies where he re-structured, advised or raised institutional capital for over $1.5 billion leasing, derivative, commercial real estate, infrastructure, renewable energy and bond portfolio transactions. Earlier in his career, Jon was the US head of illiquid structured credit at UBS where he originated and structured credit focused alternative assets for principal investment, re-developed the structured private placement business and executed funding transactions.

Prior to UBS, Jon was a VP in the Global Markets Solutions Group at Credit Suisse and a VP in the Capital Markets Group at Pitney Bowes Financial Services where he originated and executed over $750mm domestic and cross border leasing transactions and $200mm commercial real estate investments.

 
Contact

40 Wall Street
49th Floor
New York, NY 10005

castaldoj@pfm.com
646.561.0713 office

Specialties
Financial Advisory

Transportation, Environmental Utilities

Education
B.A. in Economics and Finance
University of Hartford

M.S. in Finance
University of New Haven

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2016

Started in the Field: 2002

Print/Save as PDF

Download Vcard

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