Jeffrey Costa's Location
Stamford, CT, US
Jeffrey Costa's Work
- Portfolio Manager @ Scholtz & Company
- Vice President, Trust and Investment Officer @ First County Bank
- Assistant Vice President, Trust Officer - First County Advisors, the Wealth Management Division of First County Bank @ First County Bank
- Financial Planner, Financial Services Representative @ Barnum Financial Group
Jeffrey Costa's Education
- University of Connecticut
Bachelor of Arts (Economics, Political Science)
2005 - 2008 - Fairfield College Preparatory School
Jeffrey Costa's Skills
- Investments
- Trusts
- Portfolio Management
- Financial Services
- Estate Planning
- Securities
- Retirement Planning
- Life Insurance
- Retirement
- Variable Annuities
Jeffrey Costa's Summary
Jeffrey Costa, based in Stamford, CT, US, is currently a Portfolio Manager at Scholtz & Company, bringing experience from previous roles at First County Bank and Barnum Financial Group. Jeffrey Costa holds a 2005 - 2008 Bachelor of Arts in Economics, Political Science @ University of Connecticut. With a robust skill set that includes Investments, Trusts, Portfolio Management, Financial Services, Estate Planning and more, Jeffrey Costa contributes valuable insights to the industry. Jeffrey Costa has 2 emails on RocketReach.
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ViewCarl Scholtz
Portfolio Manager at Scholtz & Company
Town of Stamford, Connecticut, United States21 -
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