H. Beck, Inc. (H. Beck), a national independent financial advisor platform, today announced the hiring of Rob Costello as Chief Operations Officer. The addition of Costello is part of the firm’s expansive leadership transformation rooted in the pursuit of top-notch talent and industry-leading experience.
Having managed operations at independent broker-dealers for over 20 years, Costello is uniquely positioned to lead the operations and technology groups at H. Beck. In his role, Costello will continue to drive the firm’s relationship-based culture in support of advisors, as well as spearhead the continued transformation of H. Beck to an innovative digital wealth management platform geared toward ease of doing business, efficiency, and growth.
“Rob has a wealth of technical expertise and operations knowledge unique to independent financial advisors, which will prove critical to enhancing our technology offerings, service capabilities, and advisor experience,” said Michelle Barry, President at H. Beck. “We welcome Rob to the team serving our advisors and look forward to continuing to propel the organization forward with his added guidance.”
Prior to joining H. Beck, Costello served as Vice President of Investment Advisory Operations at Prudential Financial and held various positions at Advisor Group and the MetLife Broker Dealer Group, leading operations and service teams for thousands of financial advisors with billions of assets under management. Costello has successfully developed advisor service experiences, digital advice platforms, and workflows specifically designed to support advisors’ needs.
“I was drawn to H. Beck’s relationship-based community and forward-thinking culture evolving under Michelle’s leadership,” said Costello. “I am confident my experience and skillset will help H. Beck take the next leap forward in offering cutting-edge wealth management solutions to independent financial advisors.”
Costello received a Master of Business Administration (MBA) from Pace University and holds FINRA Series 6, 7, 24, 26, 63, and 65 licenses.
About H. Beck, Inc.
H. Beck, Inc., a wholly-owned subsidiary of Kestra Financial, Inc., was incorporated in 1984 and operates out of its headquarters in Maryland. The firm provides broker-dealer and RIA services to more than 600 registered representatives across the U.S. H. Beck is guided by a mission of delivering service excellence based on relationships, where all advisors thrive in an intimate and accessible culture that values partnership above all else.
About Kestra Financial, Inc.
Kestra Financial, Inc. offers industry-leading wealth management platforms for independent advisors nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every advisor needs to succeed in the market now and in the years to come.
Kestra Financial, Inc. companies collectively oversee $92 billion in assets under administration (AUA) and support more than 2,000+ independent financial advisors across the country in delivering comprehensive securities, trust, and investment advisory services to their clients.
Kestra Financial, Inc. is the parent company of Arden Trust Company, Bluespring Wealth Partners, LLC, and Kestra Investment Services, LLC, member FINRA/SIPC, as well as H. Beck, Inc., member FINRA/SIPC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC and Kestra Institutional Services, LLC, all federally registered investment advisers.