Luke I Costello, CRPS®
First Vice President, Institutional Consultant, Corporate Retirement Director
Luke I. Costello joined Morgan Stanley in 2006 and has been consulting to institutional clients since 2008. Luke is a key leader for our corporate retirement consulting practice. He plays an integral role in investment policy creation, plan design, portfolio construction, asset allocation guidance, and investment manager research. Luke’s responsibilities also include relationship management, new business development, and retirement plan education. Luke is a voting member of the Graystone Columbus Investment Committee.
Luke has over 12 years of institutional consulting experience including defined contribution plans, defined benefit plans, foundations, and endowments. Luke is designated as a Corporate Retirement Director. He is also certified as a Chartered Retirement Plan Specialist, CRPS® from the College for Financial Planning.
Luke specializes in the following areas:
• Institutional Investment Consulting
• Qualified Retirement Plans (Defined Contribution & Defined Benefit)
• Foundations & Endowments
• Business Development
Luke resides in Dublin, OH with his wife and three children. He enjoys golfing and was a member of the Indiana Wesleyan men’s golf team where he traveled across the country playing 4 years of collegiate golf. Luke earned his B.S. degree, cum laude, in Finance and Business Administration from Indiana Wesleyan University. He is Series 7, 63 and 65 licensed.
Top 50 Plan Advisors Under 40
National Association of Plan Advisors' (NAPA) Top 50 Plan Advisors Under 40 - 2014
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This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the tenth annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Breakers in Palm Beach, FL, from December 2 to 4. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning.
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