![Steven C. Goodwin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steven C. Goodwin
Directeur en chef des Investissements chez
B&L Asset Management LLC
Profil
Mr. Steven C.
Goodwin is a Manager, Chief Compliance Officer & CIO at McCarter Private Wealth Services LLC.
He represents clients in estate and asset protection planning, settlement of estates, and the administration of trusts.
He represents banks, trust companies and other professional fiduciaries in the administration of complex estates and trusts.
Mr. Goodwin advises clients on the intricacies of purchase and sale agreements, funded irrevocable life insurance trusts, charitable remainder and similar split interest vehicles.
Postes actifs de Steven C. Goodwin
| Sociétés | Poste | Début |
|---|---|---|
B&L Asset Management LLC
 B&L Asset Management LLC Investment ManagersFinance Burns & Levinson Asset Management specializes in long-term, tax conscious, investment management of equity and fixed-income portfolios. | Directeur en chef des Investissements | 01/01/2024 |
Formation de Steven C. Goodwin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Siena College
 Siena College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
B&L Asset Management LLC
B&L Asset Management LLC Investment ManagersFinance Burns & Levinson Asset Management specializes in long-term, tax conscious, investment management of equity and fixed-income portfolios. | Finance |
Boston College Law School
 Boston College Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
