BRIDGET COSTELLO
Wealth Advisor
Kayne Anderson Rudnick
Maintaining a client retention rate of 100 percent, Bridget Costello’s 17 years of experience in the investment management industry have helped refine the client service experience and create a foundation for success at Kayne Anderson Rudnick (KAR). She relishes the opportunity to provide clients with the financial peace of mind they need for major transitions in life such as marriage, childbirth and retirement.
Costello spent the first five years of her career as an account manager with Adviser Investments and was later a portfolio administrator and assistant vice president for One West Bank. Approaching ten years with KAR, Costello is a part of a five-person team that manages more than $3 billion in client assets. Of the team’s 193 client relationships, she independently oversees 78.
