Back to Team
Joseph P. Castiglie III
play button

Joseph P. Castiglie III

CFA

COO, CIO

Book a Discovery Call

As Chief Operating Officer and Chief Investment Officer of SYKON Capital, I am responsible for leading the firm’s investment strategy and overseeing day-to-day operational excellence — all with a singular focus: helping clients achieve meaningful, lasting financial outcomes.

At SYKON, we work to ensure every element of the client experience is intentional, streamlined, and aligned with each individual’s goals and stage of life. From portfolio design to strategic planning and firm-wide processes, my approach reflects SYKON’s mission to meet clients where they are and guide them with clarity and care.

By combining disciplined investment oversight with practical, real-world insight, I help deliver personalized financial strategies that support confident decision-making and long-term success. 


Click the video below to learn more about my role at SYKON Capital!

play button

Thank you for logging into your Tru-View account.

Currently the funds are being transferred, please check back soon.

Sykon Logo

Log Into Your Tru-View Account

 Charles Schwab Logo

Log into your Schwab account
Charles Schwab and Co.

You are now leaving the Sykon Capital’s Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.

Schwab is a registered broker-dealer, and is not affiliated with Sykon Capital or any advisor(s) whose name(s) appears on this Website. Sykon Capital is/are independently owned and operated. Schwab neither endorses nor recommends [Name(s) of Investment Management Firm(s)] [./, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Sykon Capital under which Schwab provides Sykon Capital with services related to your account. Schwab does not review the Sykon Capital’s Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Sykon Capital’s Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Go Back Continue