Gina Costello is a Senior Managing Director and Wealth Advisor at First Republic Investment Management. In this role, she focuses on implementing comprehensive investment portfolios for clients.
Before joining First Republic, Ms. Costello was a Senior Vice President of investments at UBS, working primarily with high net worth individuals and families. With more than 25 years of experience in the financial services industry, she also has held roles at U.S. Trust Company Private Wealth Management as a senior vice president of sales from 2001-08 and at State Street Global Advisors as manager of estate settlement, trust real estate and fiduciary income tax departments from 1987-2001.Ms. Costello earned an arts and science degree from Champlain College, a Bachelor of Science degree from Bentley College, a certificate from Williams College, a certificate from The New England School of Trust Banking and a certificate from the Stanford University Executive Education Program with a focus on alternative investments.
Wealth Management Experience: 25 Years
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