Joe Castiglie
COO and CIO of SYKON Capital with a background in equity derivatives and investment management who contributes operational and leadership perspectives on launching an independent RIA.
Best podcasts with Joe Castiglie
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Mar 19, 2026 • 49min
When Success Isn’t Enough: Merrill Breakaways Make the Case for Independence
Joe Castiglie, COO/CIO at SYKON Capital with a background in equity derivatives and operations, and Todd Stankiewicz, President/CIO focused on values-based planning and behavioral finance. They recount leaving Merrill to pursue independence. They discuss choosing full control with their own ADV, blending institutional investing with behavioral insights, and designing a customized client experience driven by culture and simplicity.
