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Rosanne CostelloSenior Vice President, Financial Advisor

  • 2010 Crow Canyon Pl, Suite 210
    San Ramon, CA, CA 94583

Rosanne became part of CAPTRUST in 2019 when Watermark Asset Management joined CAPTRUST. She serves as a senior vice president, financial advisor responsible for providing investment advisory services and comprehensive wealth management services to high-net-worth individuals and families. Her philosophy includes an investment and wealth planning approach that emphasizes the long-term view. Her most satisfying client interactions are when, after helping improve an individual’s financial outlook, she’s able to help them understand the how and why of it. 

Prior to joining Watermark in 2014, she served at Charles Schwab for 24 years where she consistently ranked among the top five percent in her peer group.

EDUCATION 

  • Bachelor of Arts from the University of California, Berkeley
  • University of California, Los Angeles

Personal Profile

Hometown:
Los Angeles, CA