Joseph James Costigan

Senior Portfolio Manager at Verity And Verity, Llc

Joseph James Costigan

Joseph James Costigan

Senior Portfolio Manager at Verity And Verity, Llc

Overview
RelSci Relationships

664

Number of Boards

2

Number of Awards

1

Relationships
RelSci Relationships are individuals Joseph James Costigan likely has professional access to. A relationship does not necessarily indicate a personal connection.

Vice Chairman at Legacy Youth Tennis and Education

Relationship likelihood: Strong

Vice Chairman at Legacy Youth Tennis and Education

Relationship likelihood: Strong

Principal & Portfolio Manager at 1919 Investment Counsel LLC

Relationship likelihood: Strong

Senior Vice President at Merrill Lynch & Co.

Relationship likelihood: Strong

Chief Investment Officer at Bryn Mawr Wealth Management

Relationship likelihood: Strong

Former Director, Penn Relays at University of Pennsylvania

Relationship likelihood: Strong

Chairman at North American Publishing Co.

Relationship likelihood: Strong

Chairman Emeritus at IPsoft, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at Axum Advisors LLC

Relationship likelihood: Strong

Member, Board of Directors at Legacy Youth Tennis and Education

Relationship likelihood: Strong

In The News
Paths to Joseph James Costigan
Potential Connections via
Relationship Science
You
Joseph James Costigan
Senior Portfolio Manager at Verity And Verity, Llc
Education
Undergraduate Degree

To provide a transformative educational experience that cultivates personal strengths & develops a passion for lifelong learning and purposeful work.

Master of Business Administration

The Wharton School is the business school of the University of Pennsylvania, an Ivy League university in Philadelphia, Pennsylvania. Wharton was the world’s first collegiate business school and the first business school in the United States. It was established in 1881 through a donation of Joseph Wharton.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Member
Current

CFA Society Philadelphia (CFAP) was founded in 1943 to further the interchange of information and opinions among people in the investment community, to foster a high standard of ethics and to promote a clear public understanding of the functions of security analysis. CFAP is

Career History
Senior Portfolio Manager
2014 - Current

Verity & Verity employs a dividend growth investment strategy which enables their clients to benefit from the financial flexibility offered by a dependable and growing income stream while building the long-term value of their investment portfolio. This approach focuses on companies that have consistently increased their dividends. The firm believes that consistent dividend growth is the single best indicator of a company's investment merit because it demonstrates that the company has the ability to survive and prosper in diverse economic environments, that its earnings and cash flow are growing and predictable and that its management team is committed to shareholders and confident about the future.Verity & Verity constructs an overall investment portfolio for each client that is tailored to meet their specific investment objectives. Portfolios may include allocations of fixed-income, real estate, oil and gas pipelines, international stocks and other securities. Each of their investment portfolios has a core commitment to dividend growth, and each is designed to deliver: a significant, predictable and growing income stream; measurably lower levels of risk and volatility than the major market indices; and very competitive long-term total rates of return (income + price appreciation).

Senior Vice President
2000 - 2012

Davidson Trust Co.'s equity and fixed-income investment disciplines provide clients with a conservative, long-term approach to investing. Davidson Trust is a GARP investor. Their research focuses on successful companies with solid competitive positions, sound financial controls and the outlook for above average earnings and sales growth over a three to five year time horizon. After identifying a company, they apply a separate methodology to determine the appropriate valuation of the stock of the company. They seek to purchase attractive companies at attractive prices. This continuing focus on valuation levels is useful in initiating positions and in signaling the need to trim or sell positions. Though not limited by sector, Davidson Trust Co. tends to invest in the stocks of US large-cap companies in the health technology, technology services and electronic technology sectors. The firm maintains a very low turnover rate.The firm's equity investment process seeks companies with at least $1 billion in market-cap and annual sales of at least $200 million. Next, they focus on both qualitative and quantitative aspects of a company. They we examine companies for industry attractiveness, market dominance, quality of management, pricing power and investment research and development. Davidson Trust also sets minimum hurdles for earnings per share growth, sales growth, return on equity and projected earnings per share growth. This process identifies approximately 120 stocks, which they refer to as the Davidson Master List.Fixed-income investments are selected for appropriate maturity, sector exposure and call protection in the context of a client's time horizon and tax circumstances. Portfolios are structured to meet each client's objectives and are monitored for continuing suitability as changes occur in the capital markets. The credit quality of each fixed-income investment is evaluated prior to purchase and on a continual basis. Economic indicators, industry prospects and structure for each bond issue are examined regularly to determine the safety of principal and interest. The firm structures bond portfolios within the context of a defined market benchmark to achieve a reasonable return while minimizing market risk and price stability.

Assistant Vice President
Prior - 1999

WTP believes that to protect and grow their clients' wealth, it is essential to invest in competitively advantaged companies across all sectors, including leading-edge industries and technologies.Their equity strategy focuses on proven large-cap growth companies with long-term growth potential at attractive valuations. They seek to maximize after-tax returns through a long-term perspective and low portfolio turnover and manage risk through sector diversification and controlled industry weightings.A combined qualitative and quantitative approach provides a dynamic process that includes daily research meetings and weekly team meetings with portfolio managers. They seek to achieve superior, consistent performance through an active, disciplined investment process.WTP's fixed-income team uses analytical and trading tools to conduct active sector and maturity selection, perform yield curve analysis and effectively execute trading.

Boards & Committees
Vice Chair, Board of Directors
Current
Member, Governing Board of Directors
Current

PREPARING YOUTH FOR SUCCESS THROUGH OUR INCLUSIVE COMMUNITY, USING TENNIS, EDUCATION AND CHARACTER PROGRAMMING.

Awards & Honors
CFA (Chartered Financial Analyst)
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Joseph James Costigan. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Joseph James Costigan's profile does not indicate a business or promotional relationship of any kind between RelSci and Joseph James Costigan.