With a collective 50 years serving some of the wealthiest families in America, Castle Island has honed a unique skill set designed to expertly manage the complexities which lead to sustained financial success. For the families we serve, we play a central role in each and every financial decision, strategically facilitating the continued safe and efficient accumulation of wealth. Our holistic mandate is to support all aspects of the process with the dependability of a trusted advisor, and the vigor of a Fortune 500 company.
Throughout your life, you worked to build financial security, and your accumulation of wealth expanded ever greater.
Having arrived at true prosperity, the possibilities, and the responsibilities, seem countless. At this point in your journey, you are searching for a way to refocus your most valuable assets – your time and energy - to tend to what matters most to you.
Whether that be growing your wealth, finding exciting new opportunities, ensuring your family’s generational security, or maximizing your private enjoyment, a trusted partner experienced in navigating substantial family capital can lift the encumbrances that come with it.
Kevin McCluskey has a deep investment background spanning over two decades. Kevin has led, or co-managed middle market and pre-IPO transactions exceeding $2.5 Billion. He has been instrumental to the capital formation, development, acquisition and operation of several large scale operating companies and start–ups. Prior to co-founding Sea Hunter Capital, Kevin has been a Capital Markets Advisor for over 20 years. Mr. McCluskey was a Managing Director for Deutsche Bank’s Private Institutional Client Group. While at DB, Kevin co-managed capital market strategies for some of the Bank’s largest clients as well as consulted on Middle Market capital structuring. Prior to that, he was a Managing Director for Well’s Fargo’s Private Bank, where he led the Bank’s top team and oversaw portfolio assets which exceeded $1.3 billion. Before joining Wells Fargo, Kevin began his career with Morgan Stanley within their Private Client Group. He has been identified multiple times as one of the top Wealth Advisors in America by both Barron’s and Bank Investment Consultant. Kevin received his BA in Finance and Marketing from Texas Tech University.
CFE, CPA, CGMA
Alexia Varga has been a CPA partner at one of Palm Beach’s largest firms for over 20 years. Ms. Varga has led, or co-led multiple public offerings, managed extremely complex structures and has designed and implemented advanced tax strategies for large families, private businesses, public companies and cross border transactions. Her vast experience has led her to be an extremely methodical lead on our most complex projects, both public and private. She has also been securities licensed for 15 years and leads our liquid and private investment tax strategies.
Ms. Varga is also responsible for all aspects of real estate advisory, including operations, leasing, property management, renovations, capital projects and final disposition. She also participates in sourcing and underwriting real estate acquisitions.
Jackson Peddy has over 13 years of experience Leading Business Development and Relationship Management across verticals such as Enterprise SaaS (Software as a service), Global Manufacturing, IT Services and IT Consulting, Capital Markets & Private Equity and Retained Executive Search and Advisory. Born and raised in East Hampton, NY and currently residing New York City, Jackson received B.A. focused in Journalism & Mass Communication from Lynn University and was a member of 2007 Lynn University National Championship Men's Tennis Team.
Diane Rogers has been a member of our team for over 20 years, having earning the title of Vice President at Deutsche Bank and Wells Fargo. For the duration of her tenure, she has been securities licensed by FINRA and the SEC. Her focus on details, and efficiently delivering results to the clients we cover have been her hallmark. Diane has been deeply involved with all aspects of our firm, including public and private investments, tax and cash flow management.
Every financial decision has deep legal, tax, risk, and strategic ramifications contained within. We seek to centralize and formalize underwriting of these decisions, yielding results which are compliant to your personal investment policy statement and in line with your unique tax strategy.