Our Team
Applying academic concepts and knowledge and real life experiences, we are eager to place you, and your family, on the road to financial freedom and, keep you there.
Managing Partner
Patrick
Castel
B.A. in International Studies (Iona College). M.B.A. in Finance (Fordham University). Certified Financial Planning Courses (Pace University). With 25 years experience "On the Street" as a former financial advisor (Morgan Stanley Dean Witter), retirement benefits specialist (TIAA-CREF), and college funding specialist (TIAA-CREF), I look forward to assisting you with your needs.
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pcastel@castelfinancialpartners.com
+646-884-2397
Director of Taxation and Accounting
Heather M. Nelson
B.S. in Accounting (College of New Rochelle). M.B.A. in Financial Management (Iona College). With over 25 years of financial and management experience, Ms. Nelson, in recent years, has acted as a Controller for a Rockland County based cosmetic company and spent many years in International Audit and management with Becton Dickinson, IBM, UBS and Smith Barney.
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hnelson@castelfinancialpartners.com
+646-884-2397
Intern
Joseph A. Salcce
Recent graduate of Ramapo High School ('18), ranked 3rd in his class. Attending SUNY Binghamton (Class of 2022). In his academic career, Joseph had procured multiple leadership roles such as President of the National Honor Society and Vice-President of the Math Honor Society. He has overseen the logistical and financial facets of setting up community-based fundraisers and events for multiple non-profit charity organizations.
+646-884-2397
