Michael Costa

Gerente de Portafolio de Gestión de Patrimonios

Professional Experience:

Michael Costa has over 20 years of financial industry experience beginning in 1994. His career experience includes investment management, brokerage, and financial planning responsibilities at International Bank of Commerce/Liberty Securities Corp, Wells Fargo Private Client Services, Wells Fargo Wealth Management Group - The Private Bank, and Lone Star National Bank. In 2000, he was hired by Wells Fargo Investments Private Client Services to provide investment solutions to client. In 2006 he joined the Wells Fargo Wealth Management Group, The Private Bank as a First Vice President focusing on direct investment management and asset allocation responsibilities for domestic and foreign clients with relationships over $1 million during which time he managed a portfolio in excess of $300 million. Michael joined Lone Star National Bank in 2013.

Responsibilities:

Mr. Costa is responsible for investment management and trading activities for Lone Star National Bank’s fiduciary relationships. He is dedicated to helping clients meet their financial needs. His extensive money management experience enables him to build customized investment solutions that helps clients meet their financial goals and objectives.

Education:

• B.A. Business Administration, Southwestern University
• Candidate for CFA Level I
• Group 1 - Life, Accident & Health
• Group 4 - Property & Casualty
• Series 7, 8, 63 and 65 Licenses (Inactive)

Current and Previous Professional and Civic Organizations:

• Former President and Council Member, Our Heavenly Father Church Finance Council
• Former Member Brownsville Rotary Club