Steve Keirn

Steve Keirn

Consumer Services
Finance

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

CompaniesPositionEnd
Portfolio Manager-Equities -
See the detail of Steve Keirn's experience

Training of Steve Keirn

Villanova University Undergraduate Degree
Duke University Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Steve Keirn's experience

Linked companies

Private companies1

Finance