Expertise:
Mr. Costomiris' expertise is in investment banking and wealth management.
Major Product/SVS:
Investment Banking Services
Favorite Business Publication:
Investor's Business Daily; Barron's; The Gilmo Report; TheStreet.com; Briefing.com; MarketWatch
Hobbies/Sports:
Golfing, Snowboarding, Exercising, Spending Time with his Family
Affiliations Awards:
Ambassador, Staten Island Economic Development Corporation; Staten Island Chamber of Commerce
Throughout the duration of your career, what was the one highlight that stood out the most?:
The most gratifying aspect of his career is receiving gratitude from his clients.
Number Of Years In Profession:
13
Number Of Years In Current Position:
6
What Does He/She Attribute Success To:
He attributes his success to his hard work.
Why did you become involved in your profession or industry?:
He became involved in his profession because he developed an interest in stock market and investment with the encouragement of his grandfather, and found it to be an opportunity that allowed him to enter the field.
Position Responsibilities and Duties:
Assisting People Secure Financially Stable Retirement and Design Plans Based on Fixed Incomes, Helping Individuals Achieve their Financial Goals
Education Certifications:
Series 7, 24, 63, and 65 License; Licensed Life, Health and Accident Insurance Agent; Registered Investment Advisor