Mike Costello
Portfolio Manager-Aktien bei Crestwood Advisors Group LLC
Ursprung des Netzwerks ersten Grades von Mike Costello
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Boston College
248
| College/University | Other Consumer Services | 248 |
Crestwood Advisors Group LLC
 Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments.
10
| Subsidiary | Investment Managers | 10 |
James Caird, Inc.
 James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations.
7
| Subsidiary | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mike Costello
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| EMC CORPORATION | Computer Peripherals | Corporate Officer/Principal Corporate Officer/Principal | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Reebok International Ltd.
 Reebok International Ltd. Apparel/FootwearConsumer Non-Durables Reebok International Ltd. designs and manufactures apparel, shoes and sports related products. It markets and distributes sportswear and accessories under the Reebok, Rockport, CCM, Jofa, Koho and Greg Norman brands. The company was founded in 1958 and is headquartered in Canton, MA. | Apparel/Footwear | Director of Finance/CFO | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Analyst-Fixed Income Chief Investment Officer | |
Baldwin Brothers LLC
 Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Federal Street Capital, Inc.
 Federal Street Capital, Inc. Investment ManagersFinance Federal Street Capital, Inc. is an alternative investment manager. The private company is based in Wakefield, MA. | Investment Managers | Corporate Officer/Principal | |
| Fourth Third LLC | Corporate Officer/Principal | ||
Crestwood Advisors LLC
 Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Investment Managers | Analyst-Equity Analyst-Equity Chief Executive Officer Portfolio Manager-Equities | |
Zealot Networks, Inc.
 Zealot Networks, Inc. Information Technology ServicesTechnology Services Zealot Networks, Inc. operates as a digital-first media and entertainment company. It connects creators, producers, publishers and brands together for advertising campaign and audience engagement. The company was founded by Daniel Zappin, Robert W. Vanech, Conn Fishburn and Chad Seymour in August 2014 and is headquartered in Culver City, CA. | Information Technology Services | Director of Finance/CFO | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin Graduate Degree | |
Welsh, Carson, Anderson & Stowe
 Welsh, Carson, Anderson & Stowe Investment ManagersFinance Welsh, Carson, Anderson & Stowe (WCAS) is a private equity firm founded in 1979 by Patrick Welsh, Russ Carson and Bruce Anderson. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor Corporate Officer/Principal | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Boston Bar Association
 Boston Bar Association Miscellaneous Commercial ServicesCommercial Services The Boston Bar Association is the largest legal network in Boston, MA. The non-profit company's focus is on justice, community, education, and inclusion. Membership is available for those interested in joining. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
Massachusetts Bar Association
 Massachusetts Bar Association Miscellaneous Commercial ServicesCommercial Services The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The Catholic University of America | College/University | Graduate Degree Graduate Degree | |
Goodwin Procter LLP
 Goodwin Procter LLP Investment ManagersFinance Goodwin Procter LLP is a law firm which provides advice to companies in public and private enterprises. It provides services to financial, life sciences, private equity, real estate, and technolgy industries. The company was founded in 1912 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
New Jersey State Bar Association
 New Jersey State Bar Association Miscellaneous Commercial ServicesCommercial Services New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Companyon Ventures Management LLC
 Companyon Ventures Management LLC Investment ManagersFinance Companyon Ventures Management LLC (Companyon Ventures) is a venture capital firm founded in 2016 by Thomas John Lazay and Parthib Srivasthsan. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor Private Equity Investor | |
| University of Massachusetts | College/University | Graduate Degree Masters Business Admin | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Wallace E Carroll School of Management | College/University | Undergraduate Degree Masters Business Admin | |
| Suffolk University | College/University | Undergraduate Degree Graduate Degree | |
Gibbons PC
 Gibbons PC Miscellaneous Commercial ServicesCommercial Services Gibbons P.C. provides legal services. It offers business and commercial litigation, corporate, government affairs, criminal defense and employment law. The company was founded in 1926 and is headquartered in Newark, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal General Counsel | |
Seyfarth Shaw LLP
 Seyfarth Shaw LLP Miscellaneous Commercial ServicesCommercial Services Seyfarth Shaw LLP provides legal advisory services. The company was founded in 1945 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Switchback III Corp.
 Switchback III Corp. Financial ConglomeratesFinance Switchback III Corp. operates as a blank check company. It is formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on January 28, 2021 by Scott McNeill and James E. Mutrie and is headquartered in Dallas, TX. | Financial Conglomerates | Director/Board Member | |
Shadow Ventures LLC (Georgia)
 Shadow Ventures LLC (Georgia) Investment ManagersFinance Shadow Ventures LLC (Shadow Ventures) is a venture capital firm founded in 2017 by K.P. Reddy. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Consultant / Advisor | |
| ESTRELLA INTL ENERGY SVS LTD. | Oilfield Services/Equipment | Director/Board Member | |
| BIRD GLOBAL, INC. | Other Transportation | Director/Board Member | |
M&M Media, Inc.
 M&M Media, Inc. Movies/EntertainmentConsumer Services M&M Media, Inc. provides digital media production services. The company was founded by Gary Charles Mekikian and is headquartered in Los Angeles, CA. | Movies/Entertainment | Director of Finance/CFO | |
| Princeton University | College/University | Undergraduate Degree | |
| Columbia College (Illinois) | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 46 |
| Vereinigtes Königreich | 2 |
| Argentinien | 2 |
Sektoral
| Finance | 17 |
| Consumer Services | 15 |
| Commercial Services | 10 |
| Technology Services | 3 |
| Electronic Technology | 2 |
Operativ
| Corporate Officer/Principal | 188 |
| Director/Board Member | 169 |
| Undergraduate Degree | 102 |
| Portfolio Manager-Equities | 52 |
| Graduate Degree | 37 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Steve Murray | 38 |
| Michael Pellini | 31 |
| James Matthews | 27 |
| Karim Kawar | 23 |
| Scott A. Gieselman | 21 |
| W. Heavey | 20 |
| William H. Ahern | 18 |
| Jeremiah T. Doyle | 18 |
| Stephen L. Zaniboni | 15 |
| Kevin Rendino | 15 |
| Dave Krupinski | 14 |
| James Didden | 12 |
| Mark J. Fitzpatrick | 12 |
| Andrew Fentress | 12 |
| Gary Wing | 11 |
- Börse
- Insiders
- Mike Costello
- Unternehmensverbindungen