Joe Costigan
Algemeen Directeur bij Apricus Wealth LLC
Actieve functies van Joe Costigan
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
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. | Algemeen Directeur | 05-02-2020 | - |
Compliance Officer | 05-02-2020 | - | |
Oprichter | - | - | |
President | 05-02-2020 | - |
Loopbaan van Joe Costigan
Eerdere bekende functies van Joe Costigan
Bedrijven | Functie | Begin | 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. | Analyst-Equity | 01-10-2014 | 01-01-2020 |
Analist-Vaste Inkomen | 01-10-2014 | 01-01-2020 | |
Directeur van Onderzoek - Eigen Vermogen | 01-10-2014 | 01-01-2020 | |
Portefeuillebeheerder-Aandelen | 01-10-2014 | 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 | 01-01-2000 | 15-05-2012 |
Portefeuillebeheerder-Aandelen | 01-01-2000 | 15-05-2012 | |
Portfolio Manager-Fixed Income | 01-01-2000 | 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. | Portefeuillebeheerder-Aandelen | - | 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. | Directeur van Onderzoek - Eigen Vermogen | - | - |
Portefeuillebeheerder-Aandelen | - | - | |
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 |
Statistieken
Internationaal
Verenigde Staten | 9 |
Operationeel
Portfolio Manager-Equities | 4 |
Analyst-Equity | 2 |
Director of Research - Equity | 2 |
Sectoraal
Finance | 7 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 6 |
---|---|
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 |
- Beurs
- Insiders
- Joe Costigan
- Ervaring