Maureen Costello
Analyst-Equity at Crescent Grove Advisors LLC
Profile
Ms. Maureen Costello is a Senior Project Manager & Senior Financial Analyst at Crescent Grove Advisors LLC.
With over eleven years of experience in the financial services industry, she 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, she assists the team with operational and administrative functions tailored towards maintaining essential firm efficiencies.
Prior to joining Crescent Grove Advisors, she 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.
She graduated from Lafayette College with a BA in Economics.
Maureen Costello active positions
Companies | Position | Start |
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Crescent Grove Advisors LLC
Crescent Grove Advisors LLC Investment ManagersFinance Crescent Grove Advisors LLC (CGA) is a SEC-registered investment advisor and wealth management firm headquartered in Lake Forest, Illinois. The firm was founded in 2015 by David Keevins and is a wholly-owned subsidiary of Crescent Grove Holdings LLC. CGA offers integrated wealth management and family office services to high-net worth, institutional and retail clients. | Analyst-Equity | - |
Training of Maureen Costello
Lafayette College | Undergraduate Degree |
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Private companies | 1 |
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Crescent Grove Advisors LLC
Crescent Grove Advisors LLC Investment ManagersFinance Crescent Grove Advisors LLC (CGA) is a SEC-registered investment advisor and wealth management firm headquartered in Lake Forest, Illinois. The firm was founded in 2015 by David Keevins and is a wholly-owned subsidiary of Crescent Grove Holdings LLC. CGA offers integrated wealth management and family office services to high-net worth, institutional and retail clients. | Finance |
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