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Steven Castleton

Managing Director
Financial Services

Insurance | Kennett Square, PA

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About Steven

Steve Castleton is a Managing Director and runs Chatham's Financial Services sector. During his 15 years at Chatham, he has developed economic and accounting hedging strategies for banks, insurers, and GSEs. He also develops strategic solutions for clients that refine and improve their derivative front, middle, and back-office business processes.

Steve previously served as co-head of Chatham’s Accounting Advisory team. Prior to Chatham, he worked in the assurance practice at Ernst & Young and at the Financial Accounting Standards Board on Statement 133, Accounting for Derivative Instruments and Hedging Activities.

Steve is a CPA and member of the AICPA. He received his Bachelor’s and Master of Accountancy degrees from Brigham Young University.


Case Study

Insurance carrier transforms derivative operations, achieves nearly 80% time savings

  • Technology
Focusing on improving process efficiency, modernizing technology capabilities, enabling scalability, and improving controls, a major insurance carrier worked with Chatham Financial to achieve a highly effective program that reduced time spent on derivatives operations by nearly 80 percent.

3 steps: How CIOs can use accounting and operations to prepare for yield-enhancing investment opportunities

Amid market volatility and all-time low interest rates, insurance CIOs can position their organizations to act and execute on yield-enhancing investment opportunities by preparing strategies, technical capabilities, and operational processes in advance.

How insurance accounting teams can enable new investment strategies | Hedging floating rate investments

Investment accounting professionals can add significant value by proactively preparing, both technically and operationally, to support new hedging strategies.
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  • Insurance
  • Corporates
  • Interest Rate Risk Management
  • Foreign Currency Risk Management
  • Commodity Risk Management
  • Hedge Accounting
  • Valuations
  • Regulatory Compliance Advisory


  • Master of Professional Accountancy
  • Certified Public Accountant (CPA)
  • AICPA member

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