David Osborn is a Principal at BanyanGlobal. He is experienced in wealth planning, investment management, and family office services. David helps family business owners achieve sustained generational wealth and synthesize the evolving priorities of families and their enterprises.
Prior to Banyan, David worked in Client Advisory at Bessemer Trust, overseeing investment portfolios, financial planning strategies, and next generation financial education programs for ultra-high net worth families. David worked closely with clients to establish long term financial goals and tailor portfolios to match the changing needs of families while maintaining competitive financial performance to preserve wealth. David is driven by client work centralized on building trust and achieving personalized goals for families.
David’s interest in family business advisory stems from working on firm initiatives alongside the family owners of Bessemer as well as on their financial accounts and trusts as an Advisor. His father is also the founder of a successful software company and David witnessed the effects business ownership had both on his father personally and on his family. David is motivated to work with family business owners and founders who seek to maintain lasting enterprise legacy.
David obtained his Master’s in Business Administration from The Tuck School of Business at Dartmouth with a STEM designation and a bachelor’s degree in Economics from Trinity College. In his spare time, David is an avid skier and fly fisherman. David lives in Connecticut with his fiancé and his Labrador, where the three of them find any excuse to explore the outdoors together.