David Costigan Email & Phone Number
Senior Vice President @ CW Advisors
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David Costigan Location
- Boston, MA, US
David Costigan Work
- 2020 -now Senior Vice President @
- 2018 -2020 Managing Partner @
- 2017 -2018 Managing Partner @ Norton Point Strategic Advisors, LLC
- 2014 -2017 Executive Managing Director @
- 2010 -2014 Executive Vice President of Client Advisory Services @ Banyan Partners, LLC
- 2009 -2010 Director @
- 2004 -2009 Director @
David Costigan Education
- Harvard Business School Executive Education
(Leading Professional Service Firms)
2016-2016 - San Diego State University
Masters (Financial & Tax Planning)
2001-2003
David Costigan Skills
- Asset Allocation
- Asset Management
- Wealth Management
- Alternative Investments
- Equities
- Mutual Funds
- Investment Advisory
- Investments
- Portfolio Management
- Fixed Income
- Investment Management
- Hedge Funds
- Equity Research
- Microsoft Excel
- Management
- Business Strategy
- Change Management
- Financial Analysis
- Training
- Public Speaking
David Costigan Summary
- David Costigan, based in Boston, MA, US, is currently a Senior Vice President at CW Advisors. David Costigan brings experience from previous roles at SlateStone Wealth, LLC, Norton Point Strategic Advisors, LLC, Boston Private Wealth LLC and Banyan Partners, LLC. David Costigan holds a 2016 - 2016 Harvard Business School Executive Education. With a robust skill set that includes Asset Allocation, Asset Management, Wealth Management, Alternative Investments, Equities and more. David Costigan has 2 emails and 1 mobile phone numbers on RocketReach.
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