Brian Costello

Chief Executive Officer at

The Waterford Group LLC (New York)

Net worth: 555 907 $ as of 29/09/2026

Finance

Retail Trade

Profile

Brian P.
Costello is the founder of Alera Retirement Advisors LLC (New York).
Mr. Costello is Co-President at Alera Group Wealth Services.
Mr. Costello was Principal at Caleres, Inc.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
CALERES, INC. 0.13%	10/09/2026	45,641 ( 0.13% )	555 907 $	29/09/2026

Brian Costello active positions

Companies	Position	Start
The Waterford Group LLC (New York) The Waterford Group LLC (New York) Investment ManagersFinance Provides investment management solutions	Chief Executive Officer	-
Alera Group Wealth Services Alera Group Wealth Services Investment ManagersFinance Provides wealth management, risk management and corporate retirement solutions	President	-

All active positions of Brian Costello

Former positions of Brian Costello

Companies	Position	End
CALERES, INC.	Corporate Officer/Principal	-

See the detail of Brian Costello's experience

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	3
Caleres, Inc. Caleres, Inc. Apparel/Footwear RetailRetail Trade Manufactures and markets footwear products	Retail Trade
The Waterford Group LLC (New York) The Waterford Group LLC (New York) Investment ManagersFinance Provides investment management solutions	Finance
Alera Group Wealth Services Alera Group Wealth Services Investment ManagersFinance Provides wealth management, risk management and corporate retirement solutions	Finance