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Joe Costigan
Amministratore Delegato presso Apricus Wealth LLC
Posizioni attive di Joe Costigan
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Amministratore Delegato | 05/02/2020 | - |
Responsabile della Conformità | 05/02/2020 | - | |
Fondatore | - | - | |
Presidente | 05/02/2020 | - |
Storia della carriera di Joe Costigan
Precedenti posizioni note di Joe Costigan
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 |
Analista-Rendimento Fisso | 01/10/2014 | 01/01/2020 | |
Direttore della Ricerca - Azioni | 01/10/2014 | 01/01/2020 | |
Gestore di Portafoglio-Azioni | 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 |
Gestore di Portafoglio-Azioni | 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. | Gestore di Portafoglio-Azioni | - | 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. | Direttore della Ricerca - Azioni | - | - |
Gestore di Portafoglio-Azioni | - | - | |
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 | - | - |
Formazione di Joe Costigan
Elizabethtown College | Undergraduate Degree |
The Pennsylvania State University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 9 |
Posizioni
Portfolio Manager-Equities | 4 |
Analyst-Equity | 2 |
Director of Research - Equity | 2 |
Settori
Finance | 7 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
---|---|
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 |
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 |
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 |
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