J Michael Costello

J. Michael Costello, CFA, is the Managing Partner and Portfolio Manager at Crestwood Advisors, based in Providence, Rhode Island, a role he assumed in September 2023. In this position, he is responsible for overseeing client portfolios, providing customized investment guidance, and contributing to leadership decisions that drive the firm’s strategy and growth. His primary focus includes serving high-net-worth individuals, family offices, and institutional clients across a range of asset classes, with particular expertise in equities, fixed income, and asset allocation strategies.

Mike brings over 35 years of investment management experience, having previously founded and led Endurance Wealth Management, where he served as President for more than 25 years. Earlier in his career, he held positions with Fleet Investment Advisors, The Providence Group, and Baldwin Brothers, and started on Wall Street at Dru Stock. He is a CFA charterholder and has played significant roles in industry organizations, including leading the Providence Society of Financial Analysts and serving on the Rhode Island State Investment Commission, as well as boards such as AAA Northeast and the United Way of Rhode Island.

Mike holds a Bachelor of Arts degree from Boston College. His career is distinguished by his long-term commitment to providing disciplined, thoughtful investment counsel and his leadership in both professional and community organizations. He is recognized for his expertise in multi-asset portfolio construction, risk management, and his focus on delivering sustainable long-term results for clients in both public and private markets.