J. Costello Email & Phone Number
Managing Partner @ Crestwood Advisors
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J. Costello Location
- Providence, RI, US
J. Costello Work
- 2023 -now Managing Partner @
- 1997 -2023 President @ Endurance Wealth Management
J. Costello Education
- Boston College
BA
J. Costello Skills
- Financial Analysis
- Financial Planning
- Investment Advisory
- Retirement Planning
- Strategic Financial Planning
- Asset Management
- Wealth Management
- Mergers & Acquisitions
- Alternative Investments
- Investments
- Securities
- Private Equity
- Investment Management
- Estate Planning
- Mutual Funds
- Venture Capital
- Project Management
- Marketing
- Mergers and Acquisitions
- Leadership
J. Costello Summary
- J. Costello, based in Providence, RI, US, is currently a Managing Partner at Crestwood Advisors. J. Costello brings experience from previous roles at Endurance Wealth Management. J. Costello holds a BA @ Boston College. With a robust skill set that includes Financial Analysis, Financial Planning, Investment Advisory, Retirement Planning, Strategic Financial Planning and more. J. Costello has 1 mobile phone numbers on RocketReach.
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