Gina CostelloGina CostelloManaging Director, Client Specialist
About Gina
Gina Costello is a Managing Director and Client Specialist at J.P. Morgan Wealth Management.
Gina serves high-net-worth individuals and families, delivering customized portfolios, services and strategies that address the challenges and opportunities accompanying significant wealth. She adopts a problem-solving approach, taking a comprehensive point of view in helping clients pursue the outcomes they seek. She offers the stability of J.P. Morgan's fortress balance sheet and intellectual strength coupled with her three decades of experience in relationship-driven roles.
Gina has built a national practice by listening to everyone's success story and guiding them through the sophisticated financial decisions they face. She is Boston-based but travels frequently to Vermont, Florida, and California, as this is where many of her clients reside.
Before joining J.P. Morgan, Gina spent 13 years as a Senior Managing Director and Wealth Advisor at First Republic Investment Management. She has an extensive background in the industry and held roles at UBS as Senior Vice President of Investments, at U.S. Trust Company Private Wealth Management as a Senior Vice President of Sales and at State Street Global Advisors as Manager of Estate Settlement, Trust Real Estate and Fiduciary Income Tax Departments.
Gina graduated from Champlain College, where she earned degrees in Art and Science and holds a B.S. from Bentley University. She received certificates from Williams and The New England School of Trust Banking. In addition, Gina earned a certificate focusing on alternative investments from the Executive Program at Stanford University.
Gina lives in Milton, Massachusetts, with her husband and has two adult daughters.
Insights
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