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Cpwa Steven Cairns

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Cpwa Steven Cairns

SVP, Senior Wealth Advisor - Market Leader (Wisconsin, Illinois, and Minnesota) | Wisconsin Bank & Trust, a division of HTLF Bank

Madison, Wisconsin, United States

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Cpwa Steven Cairns

Summary

Steven Cairns is an accomplished Senior Wealth Advisor with a strong track record in financial advisory and investment management across multiple states. Currently serving as SVP at Wisconsin Bank And Trust, he specializes in alternative investments and wealth planning for high-net-worth individuals and organizations. Steven has a diverse background, having worked with prestigious firms such as Bmo Private Bank and Fidelity Investments, where he honed his expertise in client strategy and investment solutions. His educational foundation in Business Administration from Fordham University, with a focus on Finance and Marketing, complements his extensive professional experience. With a proven ability to adapt to different market dynamics, Steven is well-versed in addressing the unique financial needs of clients. He is passionate about developing innovative investment strategies and fostering long-term client relationships. Steven is recognized for his leadership in the financial sector, particularly in the areas of wealth management and investment advisory services. His commitment to excellence and continuous improvement sets him apart in the competitive landscape of financial services.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

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Corporate Experience

Cpwa Steven Cairns

Work Experience

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SVP, Senior Wealth Advisor - Market Leader (Wisconsin, Illinois, and Minnesota) at

Wisconsin Bank & Trust, a division of HTLF Bank

April 2022 - Present

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Director, Private Wealth Advisor at

Bmo Private Bank

October 2018 - April 2022

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ETF Sales Manager at Nationwide advisory solutions at

Nationwide Financial

September 2017 - October 2018

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Regional Director at

International Value Advisers

March 2014 - February 2017

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Regional Sales Representative, RIA Channel at

VanEck

July 2010 - March 2014

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Investment Representative at

Fidelity Investments

July 2006 - July 2010

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Cpwa Steven Cairns

Education

Fordham University, B.S. Business Administration

January 2002 - January 2006

Frequently Asked Questions about Cpwa Steven Cairns

What is Cpwa Steven Cairns email address?

Cpwa Steven Cairns's primary email address is *******@wisconsinbankandtrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cpwa Steven Cairns work for?

Cpwa Steven Cairns is a SVP, Senior Wealth Advisor - Market Leader (Wisconsin, Illinois, and Minnesota) at Wisconsin Bank & Trust, a division of HTLF Bank, a company specializing in Depository Credit Intermediation.

Where Cpwa Steven Cairns graduated from?

Cpwa Steven Cairns holds a degree in Finance And Marketing from Fordham University.

How can I directly contact Cpwa Steven Cairns?

To contact Cpwa Steven Cairns directly, you can use the email address *******@wisconsinbankandtrust.com. Complete contact information is available upon registration with Muraena.

Who is Cpwa Steven Cairns?

Steven Cairns is an accomplished Senior Wealth Advisor with a strong track record in financial advisory and investment management across multiple states. Currently serving as SVP at Wisconsin Bank And Trust, he specializes in alternative investments and wealth planning for high-net-worth individuals and organizations. Steven has a diverse background, having worked with prestigious firms such as Bmo Private Bank and Fidelity Investments, where he honed his expertise in client strategy and investment solutions. His educational foundation in Business Administration from Fordham University, with a focus on Finance and Marketing, complements his extensive professional experience. With a proven ability to adapt to different market dynamics, Steven is well-versed in addressing the unique financial needs of clients. He is passionate about developing innovative investment strategies and fostering long-term client relationships. Steven is recognized for his leadership in the financial sector, particularly in the areas of wealth management and investment advisory services. His commitment to excellence and continuous improvement sets him apart in the competitive landscape of financial services.

Cpwa`s contact details

mail

*******@wisconsinbankandtrust.com

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