Manny is the son of the founder of Costas Provisions, the largest privately-owned food distribution company in the northeast. Growing up in Westwood, MA, he spent summers and weekends learning every aspect of the business. As a member of the purchasing department, he specialized in following the oil markets and predicting market trends.
This interest in global markets and commodities trading led Manny to pursue a B.A. in Finance at Bryant University. After graduating, he began his career in wealth management at Morgan Stanley as an Assistant Financial Advisor, where he applied his financial expertise to working with family-owned businesses and high net worth individuals. In 2014, he co-founded Twelve Points, a Registered Investment Advisor (RIA) firm that assumes fiduciary responsibility. In February 2015, Manny became an Accredited Investment Fiduciary® designee, considered the gold standard for fiduciary care in the financial services industry. This enables him to put his clients’ needs first and create financial plans based on their own unique needs and values.
Independent-minded yet conservative, Manny believes you find the best value where others aren’t necessarily looking, and applies this to his work. He provides wealth advice to small business owners as the financial reporter for the Grecian Echoes radio program and has written for Restaurant Report, Restaurant Hospitality and Foodservice East.
In his spare time, he enjoys golfing, cooking, and spending time with friends and his big, loud Greek family. Manny is on the planning committee for the Community Servings annual Lifesavor Gala and is an avid supporter of the Best Buddies program, his alma mater and the football program at Bryant University. He currently resides in Boston.