David Costigan Email & Phone Number
Senior Vice President @ CW Advisors
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David Costigan Location
- Boston, MA, US
David Costigan Work
- Senior Vice President @ (September 2020 - Present)
- Managing Partner @ (August 2018 - September 2020)
- Managing Partner @ Norton Point Strategic Advisors, LLC (June 2017 - July 2018)
- Executive Managing Director @ (October 2014 - May 2017)
- Executive Vice President of Client Advisory Services @ Banyan Partners, LLC (May 2010 - September 2014)
- Director @ (August 2009 - May 2010)
- Director @ (January 2004 - August 2009)
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 Leading Professional Service Firms @ 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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