Castellum works diligently with our clients to ensure that investment policies comply with specific requests. This client-centric approach ensures that we are consistent in addressing both the ethical priorities and the financial goals of our clients.
Socially Responsible Investing
Castellum Group has a long-established history in Socially Responsible Investing. This involves the incorporation of Environmental, Social and Governance criteria in the investment decision-making process.
Karen Shoffner, MBA, CFA
Senior Portfolio Manager
Karen was a founding partner of Castellum Capital Management in 1996. She has extensive experience in managing investments and client relationships for institutions and individuals, with expertise in Social Responsible Investing.
Vice President, Business Development
Bob is an integral member of the Castellum investment team. He brings his extensive experience and knowledge of capital markets and perspective to investment decision-making and management, client services and business development.
Manager, Portfolio Administration
Sandy began her financial career in 1990 with a focus on administration. At Castellum’s inception in 1996. Sandy joined to assume administrative responsibilities and continues to oversee Castellum’s strong administrative services for clients.