Mike Costello
Gestionnaire de Portefeuille-Actions chez Crestwood Advisors Group LLC
Profil
Mr. J.
M.
Costello, CFA, is a Managing Partner & Portfolio Manager at Crestwood Advisors Group LLC.
He has over 35 years of experience in the investment management business.
Prior to joining Crestwood, Mr. Costello founded and was the Managing Partner of Endurance Wealth Management.
He serves on the Rhode Island State Investment Commission and is on the Board of AAA Northeast, Swan Point Cemetery, and The San Miguel School.
He was President of the Providence Society of Financial Analysts, a board member of the Gordon School, St. Mary’s Academy-Bay View, Insight and Chairman of the Board of the United Way of Rhode Island.
He earned his Bachelor of Arts degree from Boston College, is a Chartered Financial Analyst.
Postes actifs de Mike Costello
| Sociétés | Poste | Début |
|---|---|---|
Crestwood Advisors Group LLC
 Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Gestionnaire de Portefeuille-Actions | 01/09/2023 |
Anciens postes connus de Mike Costello
| Sociétés | Poste | Fin |
|---|---|---|
James Caird, Inc.
 James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | Directeur Général | 01/09/2023 |
Baldwin Brothers LLC
 Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Gestionnaire de Portefeuille-Actions | 30/06/2009 |
The Providence Group Investment Advisory Co. LLC
 The Providence Group Investment Advisory Co. LLC Investment ManagersFinance The Providence Group Investment Advisory Co. LLC (PG) is an investment management firm that specializes in providing investment services to high net worth individuals and their families. Located in Providence, Rhode Island, the firm is a subsidiary of FleetBoston Financial Corp. (NYSE: FBF) | Corporate Officer/Principal | 30/06/2007 |
ConnectEDU, Inc.
 ConnectEDU, Inc. Internet Software/ServicesTechnology Services ConnectEDU, Inc. provided integrated web solutions for curriculum, college, and career planning. Its solutions empowered students to graduate from high school, find and enroll in colleges, persist and earn a degree, gain the skills required to be competitive in the global economy, and launch their career. The firm offered an integrated, web-based platform that is accessible to students and to persons who assist students during education and career transitions. The company was founded by Richard Powell in 2002 and was headquartered in Boston, MA . | Directeur/Membre du Conseil | - |
| Fleet Investment Advisors | Corporate Officer/Principal | - |
Formation de Mike Costello
| Boston College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Baldwin Brothers LLC
Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Finance |
The Providence Group Investment Advisory Co. LLC
The Providence Group Investment Advisory Co. LLC Investment ManagersFinance The Providence Group Investment Advisory Co. LLC (PG) is an investment management firm that specializes in providing investment services to high net worth individuals and their families. Located in Providence, Rhode Island, the firm is a subsidiary of FleetBoston Financial Corp. (NYSE: FBF) | Finance |
ConnectEDU, Inc.
ConnectEDU, Inc. Internet Software/ServicesTechnology Services ConnectEDU, Inc. provided integrated web solutions for curriculum, college, and career planning. Its solutions empowered students to graduate from high school, find and enroll in colleges, persist and earn a degree, gain the skills required to be competitive in the global economy, and launch their career. The firm offered an integrated, web-based platform that is accessible to students and to persons who assist students during education and career transitions. The company was founded by Richard Powell in 2002 and was headquartered in Boston, MA . | Technology Services |
James Caird, Inc.
James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | Finance |
| Fleet Investment Advisors | Finance |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Finance |
