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James Costello, Jr. currently serves as the Director of Retirement Solutions at Baystate Financial, a position held since January 2017, focusing on business development and relationship management across various sectors, including corporate and healthcare. Prior to this role, James was a Loan Officer in Specialized Lending at Eastern Bank from November 2007 to July 2016, where James contributed to the launch of a new group centered on leveraging home equity in retirement income planning. Earlier experience includes roles as Regional Account Manager at Cambridge Technology Partners, Fixed Income Product Manager at The Boston Company (BNY Mellon), and Vice President of Fixed Income & Tax-Exempt Product Manager at Colonial Management Group LLC. James holds a Bachelor of Science in Finance from Boston College and a Certificate in Project Management and Risk Management from Boston University.