David Costigan serves as Executive Managing Director of Comprehensive Wealth Advisory Services. His primary responsibility is to advise 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. David is a member of the firm’s executive team and serves on Boston Private Bank & Trust Company’s Policy Group.
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 Boston Private Wealth’s President and founder of The Colony Group, Peter J. Raimondi.
Dave holds the CERTIFIED FINANCIAL PLANNERTM 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.