David Costigan, CFP^®

David Costigan serves as Executive Vice President of Client Advisory Services.  His primary responsibility is to oversee the firm’s Client Advisor Team and delivery of its wealth management offering.  He also advises a select group of high net worth individuals and senior corporate executives, helping them to integrate their asset allocation and investment strategies with tax, estate and philanthropic strategies. 

A former director at MAI Wealth Advisors with over 16-years of professional experience in the investment and wealth management industry, Dave began his career as a Financial Consultant at Merrill Lynch.  His experience includes serving as a Director and Senior Investment Counselor at The Colony Group, a registered investment advisor in Boston, where he worked closely with Banyan’s founder and CEO Peter J. Raimondi.

Dave holds the CERTIFIED FINANCIAL PLANNER^TM professional designation and earned a master’s degree in Financial and Tax Planning from San Diego State University and a bachelor’s from Salem State College.