William E. Costello
Gestionnaire de Portefeuille-Actions chez Westwood Management Corp. (Texas)
Profil
Mr. William E.
Costello, CFA MBA, is a Senior Vice President & Co-Director of Equity Portfolios at Westwood Management Corp.
(Texas).
Mr. Costello was previously employed as a Senior Equity Analyst by Delphi Management, Inc., a Supervisor by Investors Bank & Trust Co., and a Vice President by The Boston Company Asset Management LLC.
He received his undergraduate degree from Marietta College and an MBA from Boston University.
Postes actifs de William E. Costello
| Sociétés | Poste | Début |
|---|---|---|
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Gestionnaire de Portefeuille-Actions | 01/01/2010 |
Anciens postes connus de William E. Costello
| Sociétés | Poste | Fin |
|---|---|---|
The Boston Company Asset Management LLC
 The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Directeur de la Recherche - Actions | 06/01/2009 |
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Corporate Officer/Principal | - |
Delphi Management, Inc.
 Delphi Management, Inc. Investment ManagersFinance Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis. | Corporate Officer/Principal | - |
Formation de William E. Costello
| Marietta College | Undergraduate Degree |
| Boston University | Masters Business Admin |
Expériences
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Finance |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Finance |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Finance |
Delphi Management, Inc.
Delphi Management, Inc. Investment ManagersFinance Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis. | Finance |