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David Osborn


Mr. Osborn is a Wealth Advisor and Senior Vice President with Wells Fargo, The Private Bank in Greenwich, CT. He has been a Relationship Manager serving high net worth individuals and their families since 2000, with a particular focus on professionals in the financial services industry: bankers, venture capitalists, hedge fund managers, and private equity investors.

Mr. Osborn began his career in Wealth Management at Citigroup Private Bank, where he was a Chairman’s Council winner. He moved to HSBC in 2005, where he helped open the Private Bank’s Greenwich Office. Mr. Osborn and his team moved over to Wells Fargo in early 2009. In the 1990’s, Mr. Osborn worked at Citicorp and NYNEX/Bell Atlantic as a Director in Strategy and Business Development where, among other projects, he helped lead the integration of Citicorp and Travelers, predecessor companies to Citigroup, and NYNEX and Bell Atlantic, predecessor companies to Verizon.

Prior to joining NYNEX in 1992, Mr. Osborn was a founding member of Kidder, Peabody & Co’s Private Business Group, where he focused on sell side M&A transactions. He began his business career as an analyst and associate with McKinsey & Co, the international management consulting firm. Education: AB summa cum laude Dartmouth College 1980; MBA Harvard Business School 1987; Member of the Board of Trustees, World Affairs Forum, Stamford, CT; Formerly Member of Board of Trustees Blythedale Children’s Hospital, Valhalla, NY (2006-2013).