Simone Costella

Partner

Simone Costella is a seasoned financial consultant with extensive experience in wealth management and financial advisory services. Currently serving as a Partner and Financial Consultant at SCM SIM since June 2013, Simone specializes in investment management, generational wealth transfer, and asset protection, including the establishment of fiduciary mandates and trusts. In addition, Simone has been a Partner at Insurance Lab Srl since April 2015. Previous roles include Personal Financial Banker at Banca Monte dei Paschi di Siena and Financial Promoter positions at Apogeo Consulting SIM and SanPaolo Invest. Simone's academic background includes training from the European Financial Planning Association between 2012 and 2018 and a diploma from Istituto Tecnico Commerciale G. Salvemini in Latina.

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