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EnRico Castelda, CAIA

Regional Advisor Consultant

9
Years in
Industry

Background

EnRico Castelda is a Regional Advisor Consultant (RAC) within OppenheimerFunds’ Registered Investment Advisor (RIA) Channel. Since joining the firm in 2011 EnRico has been responsible for partnering with advisory firms to broaden and deepen RIA relationships, and to provide them with insights on portfolio construction and industry trends. EnRico earned the 2014 RAC of the Year Award for his service.

Prior to joining OppenheimerFunds, he was a financial advisor with JPMorgan Chase in Washington State, and with Signator Resources in Los Angeles. EnRico earned a Bachelor of Arts degree in broadcast journalism from Washington State University’s Edward R. Murrow College of Communication, and a second B.A. in political science from the university’s School of Politics, Philosophy and Public Affairs.

EnRico is a CAIA charterholder, and holds Series 7 and 66 licenses.

Education

  • B.A Washington State University's Edward R. Murrow College of Communication
  • B.A University's School of Politics, Philosophy and Public Affairs
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