Steve Keirn

Steve Keirn

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Consumer Services
Finance

Profil

Steve joined GW & Wade in 2004 after ten years as an in-house counsel in the telecommunications industry, advising executives and managers in both established companies and "start-up" environments.
This experience gives Steve unique insight into the business-related financial issues of GW &Wade’s clients, including matters related to equity, deferred compensation, and benefits schemes, professional transitions, and the personal impact of various corporate transactions.
He provides a range of investment, tax, and estate planning advice geared toward developing pragmatic, comprehensive financial plans for clients and their families.
Steve is admitted to practice law in Massachusetts and Maryland.
He is a Certified Financial Planner® and a member of the Financial Planning Association.
He is also a FINRA Registered Securities Representative and an Investment Advisor Representative (Series 7 & 66).
Steve graduated magna cum laude from Villanova University with a Political Science major and a Business minor, and he earned his J.D.
from the Duke University School of Law.
In addition, he has completed Boston University’s certificate program in financial planning

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UnternehmenPositionEnde
Portfolio Manager-Aktien -
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Ausbildung von Steve Keirn

Villanova University Undergraduate Degree
Duke University Graduate Degree

Erfahrungen
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Unternehmensverbindungen

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Finance

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