We are pleased to announce that David Costigan CFP has joined the firm as Managing Director of our new office in Boston, Massachusetts. David will be responsible for leading Banyan’s marketing and client development throughout the Northeast region. He will also be responsible for providing Investment Advisory services to high net worth clients and their families. Prior to joining the firm, David served as a Director with MAI Wealth Advisors. He has over 13 years of professional experience in the Investment and Wealth Management industry.

David’s previous experience includes serving as a Director and Senior Investment Counselor at The Colony Group, a registered investment advisory firm in Boston that I founded in 1986. During his tenure there, he worked closely with me, advising a very select group of high net worth individuals and Senior Corporate Executives in the development, implementation, and execution of customized wealth management solutions.

David began his career as a Financial Consultant at Merrill Lynch and brings extensive experience in diversification strategies, portfolio development, estate planning, and income tax preparation and planning. David earned his Master of Science in Financial and Tax Planning from San Diego State University and Bachelors of Science from Salem State College.