Gina Costello is a Senior Managing Director and Wealth Advisor with First Republic Investment Management.
Ms. Costello focuses on implementing customized investment portfolios for individual and institutional clients. Prior to First Republic, Ms. Costello was a Senior Vice President of Investments at UBS working primarily with high net worth individuals and families. With extensive experience in the financial services industry, Ms. Costello also held roles at U.S. Trust Company Private Wealth Management as a Senior Vice President of Sales (2001-2008) and at State Street Global Advisors as Manager of Estate Settlement, Trust Real Estate and Fiduciary Income Tax Departments (1987-2001).
Ms. Costello earned degrees in Art and Science from Champlain College, a Bachelor of Science 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 with a focus on Alternative Investments.
Wealth Management Experience: Since 1994
Check the background of this investment professional on FINRA’s BrokerCheck.