As a Principal at Banyan, David Osborn is driven by client work centralized on building trust and thinking deeply about developing legacy across generations. 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. With his experience in wealth planning, investment management, and family office services, David can help family business owners achieve sustained generational wealth and synthesize the evolving priorities of their families and enterprises.
David, his wife, and his daughter live in New Canaan, Connecticut.
Fun facts:
- David is an avid saltwater fly fisherman and powder skier.
- Although David was always an outdoorsman, he is surprised to find that gardening is becoming a new hobby of his.
Education:
- Trinity College (BA)
- Tuck School of Business at Dartmouth (MBA)