Principal at Blu Venture Investors. Founder and Managing Partner of The Kostoff Group LLC, an advisory firm focusing on the wealth management, private banking, and retirement services businesses. Currently serving on boards of several start-up firms, including First Portfolio, Inc. and Capital Market Exchange. Co-Founder & Partner in research firm WISE Gateway LLC. Previously managed the Financial Services Practice for the Corporate Executive Board (CEB), including research programs across the financial services spectrum. Member of CEB Executive Committee, responsible for New Business and Product Development. Military Intelligence officer, U.S. Army (9 years).