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.
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.