David Costigan, MBA, CFP

Managing Director, Principal

David Costigan, MBA, CFP, has extensive experience in diversification strategies, portfolio development and estate planning as well as income tax planning and co-leads Banyan’s Boston office.

A former director at MAI Wealth Advisors with over 13-years of professional experience in the investment and wealth management industry, David began his career as a Financial Consultant at Merrill Lynch. His experience also includes serving as a Director and Senior Investment Counselor at The Colony Group, a registered investment adviser in Boston, where he worked closely with Banyan’s founder and CEO Peter J. Raimondi, advising a select group of high net worth individuals and senior corporate executives in the development, implementation and execution of customized wealth management solutions.

David earned a master’s degree in Financial and Tax Planning from San Diego State University and a bachelor’s from Salem State College.