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Gina G. Costello
Gestor de Cartera-Acciones en JPMorgan Private Wealth Advisors LLC .
Perfil
Ms. Gina G.
Costello is a Wealth Advisor at JPMorgan Private Wealth Advisors LLC.
She is also a Senior Managing Director of the firm.
Ms. Costello focuses on implementing customized investment portfolios for individual and institutional clients.
Prior to First Republic, Ms. Costello was a Senior Vice President of Investments at UBS working primarily with high net worth individuals and families.
With extensive experience in the financial services industry, Ms. Costello also held roles at U.S.
Trust Company Private Wealth Management as a Senior Vice President of Sales (2001-2008) and at State Street Global Advisors as Manager of Estate Settlement, Trust Real Estate and Fiduciary Income Tax Departments (1987-2001).
Ms. Costello earned degrees in Art and Science from Champlain College, a Bachelor of Science from Bentley College, a Certificate from Williams College, a Certificate from The New England School of Trust Banking and a Certificate from the Stanford University Executive with a focus on Alternative Investments.
Cargos activos de Gina G. Costello
Empresas | Cargo | Inicio |
---|---|---|
JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Gestor de Cartera-Acciones | 01/02/2011 |
Antiguos cargos conocidos de Gina G. Costello.
Empresas | Cargo | Fin |
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United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 31/12/2007 |
State Street Global Advisors Inc. (Research)
![]() State Street Global Advisors Inc. (Research) Investment ManagersFinance Founded in 1978, State Street Global Advisors' Advanced Research Center is the research arm of State Street Global Advisors. The firm is a subsidiary of State Street Corp. (NYSE: STT), a leading provider of financial services to institutional investors including corporations, retirement plans, public funds, endowments, foundations and third-party distributors. They provide quantitative research and develop quantitative models for active strategies in equities, fixed-income, asset allocation and currencies | Corporate Officer/Principal | 31/12/2000 |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | - |
Formación de Gina G. Costello.
Bentley University | Undergraduate Degree |
Champlain College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 4 |
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State Street Global Advisors Inc. (Research)
![]() State Street Global Advisors Inc. (Research) Investment ManagersFinance Founded in 1978, State Street Global Advisors' Advanced Research Center is the research arm of State Street Global Advisors. The firm is a subsidiary of State Street Corp. (NYSE: STT), a leading provider of financial services to institutional investors including corporations, retirement plans, public funds, endowments, foundations and third-party distributors. They provide quantitative research and develop quantitative models for active strategies in equities, fixed-income, asset allocation and currencies | Finance |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
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