Costello-Baitinger Group at Morgan Stanley

A Financial Advisor with 30 years of experience, Edward Costello is committed to helping guide clients through difficult financial matters to make informed decisions about retirement. Ed believes that honesty and focusing on the facts are of utmost importance when working with clients, and he sees these principles as foundational to any successful investment strategy or financial plan.

Ed began his career in financial services as a Commercial Loan Officer at National Westminster Bank, where he was responsible for helping find credit solutions for small and medium-sized businesses. Working in this capacity instilled in Ed the importance of understanding the complete financial picture of companies, from their revenue and income, to their assets and liabilities, to their cash flows. This knowledge would become invaluable as he transitioned to financial advisory in 1995 at Merrill Lynch, where he would have to understand not only the financial position of companies to invest in, but also the specific financial situation of each client that he served. Ed has continued to rely on these skills after joining Morgan Stanley in 2010 and considers them to be at the core of any recommendation that he makes to clients.

Ed believes education to be a lifelong pursuit that he is committed to. He is a 1990 graduate of Baruch College with a Bachelor of Business Administration concentrating in Marketing, with a Minor in Finance. He also received a Master’s in Theology from St. Joseph’s Seminary in 2016, and earned the CERTIFIED FINANCIAL PLANNER™ professional designation from the CFP^® Board of Standards, Inc.

Ed is originally from Long Island, New York, but moved upstate in 2019 and settled on Cossayuna Lake. Outside of work, Ed enjoys cooking, traveling, learning, and spending time with his wife Evelyn and their two sons, Jake and Matthew. He also donates his time to St. Joseph’s Church in Greenwich, and the Cossayuna Lake Association.

As a Financial Advisor at Morgan Stanley, we believe that consistent contact and a highly personal touch is the key to making clients feel as though they are not just an account. We work closely with individuals and families in the Glens Falls office to help them build, preserve, and pass on their wealth through customized advice that takes each client need into account.

Prior to joining Morgan Stanley, Matt worked as a Sales and Service Specialist at Bank of America and, after a subsequent acquisition, Berkshire Bank. Here he developed the skill of servicing client requests while also developing an understanding of what products may best serve their needs. Matt then brought these skills to Morgan Stanley in 2015 as a Client Service Associate where, after completing his Series 7 and 66 licenses, he later took up his current role as a Financial Advisor. In 2021, 2022, and 2023, Matt achieved Pacesetter's Club, a recognition that acknowledges his commitment to the clients he serves.

Originally from Saratoga Springs, Matt is a graduate of Adirondack Community College with an AAS in Business Administration in 2010, and Empire State College with a BS in Business, Management, and Economics in 2018. Matt received the Chartered Retirement Plan Specialist and the Chartered Retirement Planning Counselor designations from The College for Financial Planning in 2021 and 2022, respectively. Matt has also received his Portfolio Manager designation and Insurance Planning Director designation, valuable designations to have as he continues to service clients' financial and retirement planning goals.

Outside of work, Matt is on the Board of Directors for The Conkling Center and enjoys spending time with his wife, two kids and three dogs and playing golf.

Jacob has been in the financial services industry for 4 years. Initially, he started his career working as a client service associate for Morgan Stanley. This role allowed him to gain significant experience in financial regulations, systems, and services. After growing in this role, Jacob transitioned into a Financial Advisor role with the Costello-Baitinger Group.

Jacob identifies himself as a holistic financial advisor. His priority is to gain a deep understanding of each client and use a comprehensive financial plan to help guide their decisions. Through this process, Jacob can provide the highest level of service to each client and ensure it is unique to their needs.

Prior to his career at Morgan Stanley, Jacob attended Siena College in Latham, NY. During his time at Siena, he was heavily involved in the Stack Center, Siena’s entrepreneurship program. Additionally, Jacob was the founder and president of the Fishing Club at Siena College.

Jacob currently resides in Corinth, NY with his Fiancé, Molly and his Labrador, Maisy. He is extremely passionate about the outdoors and can be found backpacking and fishing on weekends. He currently sits on the Siena College School of Business Council and remains heavily involved with the school.

Christopher’s professional experience began at a young age having grown up working within his family’s restaurant business. From this, his work ethics and customer service skills were established and further developed.

After moving to Italy following high school and having lived, studied and worked there for over 8 years, Christopher furthered his experience in communication and relationship building, which he believes to be the foundation of the financial services industry. Christopher began his career in financial services at Rhinebeck Bank initially as a relationship banker and later being promoted into a managerial role following his transition into wealth management.

Christopher has a Bachelor of Arts in Anthropology from L'Universita' di Roma La Sapienza , and a Master of Arts in International Relations from Webster University.

When Christopher is not working, he focuses primarily on advocating for land conservation, with a passion for the outdoors and environmental research with over 10 years of experience as a volunteer at the Carey Institute of Ecosystem Studies in Millbrook, NY.