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 & TrustA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process. Company. Prior to joining Boston Private, he was a member of the U.S. industrials equityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. 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/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC