Broker Check
Jack  Costello

Jack Costello

Wealth Advisor

Jack is a corporate financial professional. Educated at the University of Scranton, he continued on to obtain his MBA from Seton Hall University. His career path in public accounting led him into the world of corporate finance. His efforts and accomplishments in the field of small and mid-size business opened an opportunity to join major metropolitan hospital. Jack became the Chief Financial Officer in this 780 plus bed facility. While in that position he taught Managerial Finance at the College of Staten Island. Because of Jack’s expertise, he was recruited by the Investment Committee of the hospital’s $200 million pension plan. He became familiar with and has demonstrated all the attributes required to act as a fiduciary for this benefit plan with four thousand participants. While in this role, Jack interfaced with many investment companies that sought placement on the retirement platform. 

Jack has successfully transitioned from the buyer’s side of the Board Room to the role of Advisor.  Applying the principles learned during his Masters studies, Jack completed his Securities Training and accomplished licensure in both Insurance and Equities. He continues to be active within the Friendly Sons of St. Patrick, the Healthcare Financial Management Association, Knights of Columbus, and the Academy of St. Elizabeth along with the Jersey Shore Chamber of Commerce. Jack has been an active member for eleven years, nine years on the Board of Directors and six years as Treasurer. He is now a board member emeritus.

Jack focuses his training and expertise in the realm of finance becoming an advocate for his clients. He brings twenty plus years of financial decision making to 76 Wealth Advisory, LLC. Jack is now free to bring his fiduciary training and goal-oriented strategies to clients of all sizes. His forward thinking gives vitality to customer commitment.

Jack and his wife, have two grown children; a married daughter living in Massachusetts and a married son in Rhode Island. Jack enjoys golf, swimming, fishing and pickle ball.