Steve Costa Email & Phone Number
Managing Director @ IntraFi
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Steve Costa Location
- Boston, MA, US
Steve Costa Work
- Managing Director @ (July 2026 - Present)
- Vice President and Sr. Relationship Manager @ (July 2013 - June 2026)
- Commercial and Residential Real Estate Analyst @ (July 2013 - August 2016)
- Asset Manager @ (March 2012 - April 2013)
- Account Manager @ (July 2004 - December 2011)
- Assistant Vice President and Relationship Manager @ (December 2000 - August 2002)
- Assistant Vice President and Assistant Relationship and Operations Manager @ (January 1999 - November 2000)
- Account Administrator, Senior Associate @ (January 1997 - December 1998)
Steve Costa Education
- ABA Stonier Graduate School of Banking - American Bankers Association, University of Pennsylvania
Certificate (Banking and Financial Support Services)
2019-2020 - New England School for Financial Studies - Massachusetts Bankers Assocation, Babson College
Certificate (Banking)
2017-2018 - Suffolk University
MBA (Business)
1995-2000 - D'Amore-McKim School of Business at Northeastern University
BS (Finance)
1989-1994 - Association for Investment Management & Research (AIMR)
Chartered Financial Analyst (CFA) Progam (Finance & Investments)
- Financial Industry Regulatory Authority (FINRA)
Finance & Investments
- Beverly High School
Steve Costa Skills
- CFA I (complete)
- Series 6 (Expired)
- Series 7 (Expired)
- Sereis 63 (Expired)
- Portfolio Management
- Investments
- Management
- CRM
- Analysis
- Negotiation
- Forecasting
- Credit
- Accounting
- Financial Reporting
- New Business Development
- Loans
- Equities
- Fixed Income
- Tenant
- Asset Management
- Information Security
- Public Speaking
- Cfa I Complete
- Business Development
- Strategy
- Series 6 Expired
- Investment Properties
- Collateral
- MBA
- Cfa Level Ii Candidate
- Project Management
- Research
- Series 7 Expired
- Sereis 63 Expired
- Series 6
- Series 7
- Sereis 63
Steve Costa Summary
- Steve Costa, based in Boston, MA, US, is currently a Managing Director at IntraFi. Steve Costa brings experience from previous roles at Federal Home Loan Bank of Boston, Boston Capital and Cummings Properties, LLC. Steve Costa holds a 2019 - 2020 Certificate in Banking and Financial Support Services @ ABA Stonier Graduate School of Banking - American Bankers Association, University of Pennsylvania. With a robust skill set that includes CFA I (complete), Series 6 (Expired), Series 7 (Expired), Sereis 63 (Expired), Portfolio Management and more. Steve Costa has 1 emails and 1 mobile phone numbers on RocketReach.
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