Chuck and Steve Haberstroh, sons and managing directors at dad Charlie Haberstroh’s Westport-based CastleKeep Investment Advisors LLC, have been made partners, together owning a minority share of CastleKeep.
Steve (l) and Chuck Haberstroh: new partners. Contributed photos
The firm serves high and ultrahigh net worth individuals and families in Fairfield County and across the globe. An announcement described the addition of the partners as part of the company’s long-term succession plan.
Charlie Haberstroh, who remains president and CEO, will maintain a majority ownership stake in the company, the announcement said. In addition, Lauren Quesada was promoted to vice president, investments.
“We manage the financial affairs for wealthy families,” said Charlie Haberstroh. “Many of our clients also happen to be business owners. We’ve been helping our clients manage their assets, which include family owned businesses, through multiple generations for years. This was the right time for our business and our family to practice what we preach.”
