David Costigan currently serves as Senior Vice President at CW Advisors, where he works at the intersection of wealth planning, advisory services, and portfolio management. Prior to this role, David held positions such as Managing Partner at SlateStone Wealth, LLC, Managing Partner at Norton Point Strategic Advisors, LLC, and Executive Managing Director at Boston Private Wealth LLC. David brings a wealth of experience in wealth management and financial planning, with a Masters in Financial & Tax Planning from San Diego State University and executive education from Harvard Business School.
Sign up to view 2 direct reports
Get started