Ceros Financial Services Welcomes Cassel Shapiro as Capital Markets Head

Ceros Financial Services Welcomes Cassel Shapiro as Head of Capital Markets

Ceros Financial Services, a major player in the full-service broker-dealer industry known for its focus on innovative technologies, is excited to announce the appointment of Cassel Shapiro, CFA, as its new Head of Capital Markets. With a robust track record of over 20 years in investment origination, trading, and fund management, Shapiro's vast experience is expected to greatly enhance the firm's strategic direction in capital markets.

A New Chapter for Ceros

The announcement, made on May 27, 2026, marks a significant milestone for Ceros as it aims to expand its investment banking and strategic advisory services. In this pivotal role, Shapiro will manage the firm’s capital formation processes and provide strategic advisory for various ventures, including private and public entities as well as special situation opportunities.

Prior to joining Ceros, Cassel Shapiro made his mark by spending 15 years developing a private equity investment banking practice and founding the Aegis Special Situations Funds. He also played a key role in the telehealth sector, notably leading the Skillr venture through a successful acquisition in 2024. His leadership and expertise are expected to bring invaluable insights and drive to the Ceros team.

Solid Leadership and Vision

Mark Goldwasser, CEO of Ceros, highlighted the importance of this appointment, stating, “Appointing Cassel to head capital markets is a pivotal step as we scale our investment banking and strategic advisory platform.” His confidence in Shapiro's abilities is a testament to the positive trajectory Ceros is aiming for in the coming years.

In response to his new role, Shapiro expressed excitement about the opportunity, stating, “I look forward to leading our team to deliver exceptional results for the firm’s investor and issuer clients.” This commitment suggests a focus on not only enhancing Ceros's offerings but also ensuring that they align with client needs and market demands.

About Ceros Financial Services

Founded in 1994, Ceros Financial Services, Inc. is a member of FINRA/SIPC and has cultivated a reputation as a full-service investment bank and brokerage platform. The firm is dedicated to providing consultative partnerships to investment management firms—offering comprehensive advisory services through its affiliates, Advisors Preferred, LLC, and AtCap Partners, LLC. Ceros continues to innovate and adapt to the evolving financial landscape, making strategic hires and investments that position it well for future growth.

As Cassel Shapiro steps into this key role, stakeholders can anticipate a continued commitment to excellence and a strategic focus on leveraging disruptive technologies to meet the demands of modern market participants.

In summary, Shapiro’s appointment signals both a commitment to enhancing Ceros’s capital markets operations and a strategic vision for its future, potentially reshaping the landscape of investment banking within the sectors it serves.