Steve Gaven - Adviser Investments

Steve Gaven

Chief Financial Officer

Steve Gaven serves as Chief Financial Officer of Adviser Investments. Prior to Adviser, he was CFO of SVB Private Bank, a division of Silicon Valley Bank. Steve joined SVB through the company’s acquisition of Boston Private where he served as CFO of the parent company, Boston Private Financial Holdings and was on the board of directors for the company’s main operating subsidiary, Boston Private Bank & Trust Company. Prior to joining Boston Private, he was a member of the U.S. industrials equity research team at Susquehanna International Group after holding several corporate finance roles at Investor Financial Services Corp. He holds a B.A. in economics from Providence College and an MBA from Boston College.

For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.

Financial Planning

Estate Planning

Investment Management

401(k) Advisory

Tax Services

Retirement Planning

A Wealth Team
Centered Around You

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.