Brian P. Costello

Chief Executive Officer at The Waterford Group LLC (New York)

Finance

Profile

Brian P.
Costello is the founder of The Waterford Group LLC (New York).
He currently holds the position of Co-President at Alera Group Wealth Services.

Brian P. Costello active positions

Companies	Position	Start
The Waterford Group LLC (New York) The Waterford Group LLC (New York) Investment ManagersFinance The Waterford Group LLC provides investment management solutions. It offers retirement plans and investment management services. The company was founded by Brian P. Costello, Michael J. Merriman and Mary K. O’Brian and is headquartered in Pittsford, NY.	Chief Executive Officer	-
Alera Group Wealth Services Alera Group Wealth Services Investment ManagersFinance Part of Alera Group, Inc., Alera Group Wealth Services is a financial services firm based in Deerfield, IL. The company offers a holistic suite of services to address the financial planning, investment, and wealth management needs of individuals and families. The CEOs of the company are Michael Moorhead, Dennis Barnes, Don M. Tippett. Alera Group Wealth Services provides personalized financial planning to help clients make the best decisions for their life at the right times. The company offers resources such as events, insights, and news articles to keep clients up to date. Alera Investment Management experts can help clients develop a strategy to comfortably achieve their financial goals and intelligently manage risk. GCG Wealth Management offers an integrated wealth management approach.	President	-

All active positions of Brian P. Costello

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Private companies	2
The Waterford Group LLC (New York) The Waterford Group LLC (New York) Investment ManagersFinance The Waterford Group LLC provides investment management solutions. It offers retirement plans and investment management services. The company was founded by Brian P. Costello, Michael J. Merriman and Mary K. O’Brian and is headquartered in Pittsford, NY.	Finance
Alera Group Wealth Services Alera Group Wealth Services Investment ManagersFinance Part of Alera Group, Inc., Alera Group Wealth Services is a financial services firm based in Deerfield, IL. The company offers a holistic suite of services to address the financial planning, investment, and wealth management needs of individuals and families. The CEOs of the company are Michael Moorhead, Dennis Barnes, Don M. Tippett. Alera Group Wealth Services provides personalized financial planning to help clients make the best decisions for their life at the right times. The company offers resources such as events, insights, and news articles to keep clients up to date. Alera Investment Management experts can help clients develop a strategy to comfortably achieve their financial goals and intelligently manage risk. GCG Wealth Management offers an integrated wealth management approach.	Finance