Joe Costigan
Chief Executive Officer bij Apricus Wealth LLC
Profiel
Mr. Joseph J.
Costigan, CFA MBA, is a Founder, President & Chief Compliance Officer at Apricus Wealth LLC.
He has over two decades of experience as a financial analyst, trader, and institutional portfolio manager.
Most recently, Mr. Costigan was Director of Research at Verity Investment Partners, where he was responsible for developing the firm’s equity investment process.
Prior to Verity, he was Director of Research at Bryn Mawr Trust Company, a $5 billion asset manager, where he led the firm’s equity strategies, chaired the equity research group, and managed equity trading, portfolio delivery, and performance reporting.
He received his Bachelor of Science degree in Business with a concentration in Finance from Elizabethtown College and his MBA, also with a concentration in Finance, from Pennsylvania State University.
He is a Chartered Financial Analyst, a post-graduate professional qualification awarded by the CFA Institute.
Actieve functies van Joe Costigan
| Bedrijven | Functie | Begin |
|---|---|---|
Apricus Wealth LLC
 Apricus Wealth LLC Investment ManagersFinance Apricus Wealth LLC is an independent registered investment advisor headquartered in Beaufort. The firm was, South Carolina. The firm was founded by Joseph J. Costigan in 2020. Apricus Wealth offers investment advisory services to individuals, pension and profit-sharing plans or participants, trusts, estates, charitable organizations, corporations, and other business entities. | Chief Executive Officer | 05-02-2020 |
Eerdere bekende functies van Joe Costigan
| Bedrijven | Functie | Einde |
|---|---|---|
Verity & Verity LLC
 Verity & Verity LLC Investment ManagersFinance Verity & Verity LLC, do-business-as Verity Investment Partners (VIP), is an independent registered investment advisor and wealth management firm headquartered in Beaufort, South Carolina. The firm was co-founded by Will and Paula Verity in 2002. VIP offers a holistic approach to investment management that combines financial planning, investment strategy and ongoing portfolio management. They serve high net worth investors and their families nationwide. | Director of Research - Equity | 01-01-2020 |
Davidson Trust Co.
 Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Analyst-Equity | 15-05-2012 |
Wilmington Trust of Pennsylvania
 Wilmington Trust of Pennsylvania Investment ManagersFinance Wilmington Trust of Pennsylvania (WTP), located in Villanova, Pennsylvania, is a subsidiary of Wilmington Trust Investment Management LLC. Their ultimate parent is Wilmington Trust Corporation (NYSE: WL). They also have an office in Philadelphia. | Portfolio Manager-Equities | 31-12-1999 |
The Bryn Mawr Trust Co.
 The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Director of Research - Equity | - |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Corporate Officer/Principal | - |
Opleiding van Joe Costigan
| Elizabethtown College | Undergraduate Degree |
| The Pennsylvania State University | Masters Business Admin |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 6 |
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PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Finance |
Wilmington Trust of Pennsylvania
Wilmington Trust of Pennsylvania Investment ManagersFinance Wilmington Trust of Pennsylvania (WTP), located in Villanova, Pennsylvania, is a subsidiary of Wilmington Trust Investment Management LLC. Their ultimate parent is Wilmington Trust Corporation (NYSE: WL). They also have an office in Philadelphia. | Finance |
The Bryn Mawr Trust Co.
The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Finance |
Verity & Verity LLC
Verity & Verity LLC Investment ManagersFinance Verity & Verity LLC, do-business-as Verity Investment Partners (VIP), is an independent registered investment advisor and wealth management firm headquartered in Beaufort, South Carolina. The firm was co-founded by Will and Paula Verity in 2002. VIP offers a holistic approach to investment management that combines financial planning, investment strategy and ongoing portfolio management. They serve high net worth investors and their families nationwide. | Finance |
Apricus Wealth LLC
Apricus Wealth LLC Investment ManagersFinance Apricus Wealth LLC is an independent registered investment advisor headquartered in Beaufort. The firm was, South Carolina. The firm was founded by Joseph J. Costigan in 2020. Apricus Wealth offers investment advisory services to individuals, pension and profit-sharing plans or participants, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
