Introducing our decades of experience:

Joseph J. Costigan, CFA

Joseph J. Costigan, CFA has over two decades of experience as a financial analyst, trader, and institutional portfolio manager. Most recently, he was Director of Research at Verity Investment Partners, where he was responsible for developing the firm’s equity investment process. Prior to Verity, Joe was Director of Research at Bryn Mawr Trust Company, a $5 billion asset manager, where he led the firm’s equity strategies, chaired the equity research group, and managed equity trading, portfolio delivery, and performance reporting.

Joe’s equity investment philosophy is to identify businesses with consistent competitive advantages and shareholder-friendly practices and to invest when valuations are compelling. In Joe’s view, competitive execution and valuation discipline are the keys to investing successfully over the long term.

Joe received his Bachelor of Science degree in business with a concentration in finance from Elizabethtown College and his MBA, also with a concentration in finance, from Pennsylvania State University. He is a Chartered Financial Analyst, a post-graduate professional qualification awarded by the CFA Institute.

Joe has been interviewed and quoted by The Wall Street Journal, Barron’s, The Wall Street Transcript, Financial Times, and U.S. News and World Report.

Jim Gibson

Jim Gibson brings to us a 30-year track record as multibillion-dollar institutional money manager, analyst and client advisor. In 2019 Jim retired as Chief Investment Officer of Valley Forge Asset Management/ Sterling Advisors an investment subsidiary of Truist Financial Corp. a Fortune 500 bank. While at Valley Forge Asset Management Jim was responsible for the investment research, trading and portfolio management functions supervising a staff of 35 professionals.

Jim believes that the key to capturing the long-term benefits of investing in capital markets is to effectively manage risk. He prefers to strike a balance around achieving investment goals and minimizing risk.

Jim received a degree in finance from the University of Windsor, Canada and degree in Economics from Western University in Canada. He passed the Financial Industry Regulatory Authority exams and has held licenses for Series 7, 4 and 24.

Jim has been interviewed and quoted in the Wall Street Journal and Barrons.