Jd Costello
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Jd Costello Email & Phone Number

Senior Associate - Wealth Management at Cerity Partners
Location: Ponte Vedra Beach, Florida, United States 8 work roles 2 schools
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Current company
Role
Senior Associate - Wealth Management
Location
Ponte Vedra Beach, Florida, United States
Company size

Who is Jd Costello? Overview

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Quick answer

Jd Costello is listed as Senior Associate - Wealth Management at Cerity Partners, a company with 211 employees, based in Ponte Vedra Beach, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jd Costello.

Jd Costello previously worked as Wealth Management Associate at Cerity Partners and Spring Equity Research Analyst at Bradley, Foster & Sargent, Inc.. Jd Costello holds Bachelor'S Degree, Economics from Trinity College-Hartford.

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Email format at Cerity Partners

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Cerity Partners

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Profile bio

About Jd Costello

Class of 2021 graduate from Trinity College - Hartford. B.A. in Economics with a minor in History. Passionate about investing and eager to learn.

Current workplace

Jd Costello's current company

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Cerity Partners
Cerity Partners
Senior Associate - Wealth Management
new york, new york, united states
Employees
211
AeroLeads page
8 roles

Jd Costello work experience

A career timeline built from the work history available for this profile.

Senior Associate - Wealth Management

Ponte Vedra Beach, FL, US

Wealth Management Associate

Jacksonville, Florida, United States

Spring Equity Research Analyst

  • Built a fundamental presentation and discounted cashflow model for Synopsys (NASDAQ: SNPS)
  • Pitched Synopsys presentation to firmwide audience as a potential inclusion to client portfolios.
  • Achieved inclusion onto the company’s “Guidance List” of companies to purchase for clients.
Jan 2021 - May 2021

Summer Intern

New York, United States

Business development intern for Inherent Group, an investment management firm employing ESG-integrated strategies.

Jun 2020 - Aug 2020

Orientation Leader

Hartford, Connecticut Area

- Participated in Trinity College's Orientation Leader program, welcoming and helping the adjustment of the classes of 2023 and 2024- Responsible for 15 students, leading them through important orientation activities.- Led the small group of students in activities and discussions.

Aug 2019 - Aug 2020

Sales Associate

Jacksonville, Florida Area

- Streamlined inventory storage by re-organizing sections of the store to create a more efficient structure and categorization of products.- Inventoried and stocked various items ranging from tech to office supplies throughout the store.- Developed interpersonal and sales skills through engaging with customers.

Jun 2019 - Aug 2019

Umpire

Londonsports

London, United Kingdom

- Facilitated an overseas baseball league for local London youth aged 5-13.- Responsible for setup and take down of 8 baseball/softball fields.- Devoted 16+ hours every weekend throughout the spring completing my duties as an Umpire.- Umpired on average 2 games a day, often increasing to 6 per weekend.

Feb 2013 - May 2017
Team & coworkers

Colleagues at Cerity Partners

Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →

2 education records

Jd Costello education

Bachelor'S Degree, Economics

Activities and Societies: NCAA Division III Swimming, Kappa Sigma Fraternity, Club Soccer, Investment Club

FAQ

Frequently asked questions about Jd Costello

Quick answers generated from the profile data available on this page.

What company does Jd Costello work for?

Jd Costello works for Cerity Partners.

What is Jd Costello's role at Cerity Partners?

Jd Costello is listed as Senior Associate - Wealth Management at Cerity Partners.

Where is Jd Costello based?

Jd Costello is based in Ponte Vedra Beach, Florida, United States while working with Cerity Partners.

What companies has Jd Costello worked for?

Jd Costello has worked for Cerity Partners, Bradley, Foster & Sargent, Inc., Inherent Group, Trinity College-Hartford, and Staples.

Who are Jd Costello's colleagues at Cerity Partners?

Jd Costello's colleagues at Cerity Partners include Carla Delgado, Colleen Supran, Cfa, Darin Morgan, Cfa, Cfp®, Jory Makin, and Edward Borwick.

How can I contact Jd Costello?

You can use AeroLeads to view verified contact signals for Jd Costello at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Jd Costello attend?

Jd Costello holds Bachelor'S Degree, Economics from Trinity College-Hartford.

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