![Steve Keirn](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Steve Keirn
Profile
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
Former positions of Steve Keirn
Companies | Position | End |
---|---|---|
GW & Wade LLC
![]() GW & Wade LLC Investment ManagersFinance GW & Wade LLC is an investment advisory firm headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986. In 2024, they merged with The Colony Group LLC, which ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOQS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Portfolio Manager-Equities | - |
Training of Steve Keirn
Villanova University | Undergraduate Degree |
Duke University | Graduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
---|---|
GW & Wade LLC
![]() GW & Wade LLC Investment ManagersFinance GW & Wade LLC is an investment advisory firm headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986. In 2024, they merged with The Colony Group LLC, which ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOQS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Finance |
- Stock Market
- Insiders
- Steve Keirn