Senior Project Manager, Senior Financial Analyst
Milwaukee - WI
Maureen Costello is a Senior Project Manager and Senior Financial Analyst with Crescent Grove Advisors. With over fifteen years of experience in the financial services industry, Maureen works closely with Crescent Grove Advisors’ team of skilled Client Advisors to provide clients with financial advice and integrated planning solutions. Her diverse work is focused on providing customized analyses and individualized reports that are suited to solve clients’ unique and often complex financial matters. She also serves as Secretary of the Crescent Grove Investment Committee. In addition, Maureen assists the team with operational and administrative functions tailored towards maintaining essential firm efficiencies.
Prior to joining Crescent Grove Advisors, Maureen was a Senior Financial Analyst at Cedar Street Advisors, a boutique wealth management organization that catered to highly affluent clients. In this role, she assisted Client Advisors in the financial counseling of a number of high-net-worth families.
Maureen graduated from Lafayette College with a BA in Economics. She and her husband, Kyle, currently live with their two children in Whitefish Bay, Wisconsin. Maureen’s greatest joy is spending time with her family and volunteering in her children’s activities. In her free time, Maureen also enjoys cooking and traveling.