JC

J. Michael Costello

Managing Partner at Crestwood Advisors

J. Michael Costello is a seasoned finance professional currently serving as Managing Partner at Crestwood Advisors since September 2023. Prior to this role, J. Michael Costello was the President of Endurance Wealth Management for 26 years, from September 1997 to September 2023. J. Michael Costello holds a Bachelor of Arts degree from Boston College.

Location

Providence, United States

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Crestwood Advisors

Crestwood Advisors is a Boston-based investment and wealth management firm. Our firm serves the unique needs of individuals, families, foundations and endowments. We take a 360 degree approach to investment management ensuring we are fully understanding of the unique needs and drivers to each engagement. Global, separate account investment management is the foundation to our investment discipline. We utilize individual equities, individual bonds, ETFs, mutual funds (where appropriate) and other vehicles when constructing investment portfolios. Our investment management is supported by a dedicated and experienced research team. Our focus is on delivering thoughtful, risk-adjusted returns that are in line with the tolerances and unique circumstances that each of our clients brings to us. We report investment performance to each of our clients net of investment fees. We complement our investment management with a culture of communication and responsiveness. Crestwood Advisors was founded in 2003.


Employees

11-50

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