Maureen Costello

Maureen Costello is a Senior Project Manager and Senior Financial Analyst with Crescent Grove Advisors. With over eleven years of experience in the financial services industry, Maureen works closely with Crescent Grove Advisors’ team of skilled Client Advisors to provide clients with financial advice and integrated planning solutions. Her diverse work is focused on providing customized analyses and individualized reports that are suited to solve clients’ unique and often complex financial matters. She also serves as Secretary of the Crescent Grove Investment Committee. In addition, Maureen assists the team with operational and administrative functions tailored towards maintaining essential firm efficiencies.

Prior to joining Crescent Grove Advisors, Maureen was a Senior Financial Analyst at Cedar Street Advisors, a boutique wealth management organization that catered to highly affluent clients. In this role, she assisted Client Advisors in the financial counseling of a number of high net worth families.