Scott Kirwin
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Scott Kirwin Email & Phone Number

Deputy General Counsel at Cetera Financial Group at Cetera Financial Group
Location: Boston, Massachusetts, United States 8 work roles 2 schools
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Current company
Role
Deputy General Counsel at Cetera Financial Group
Location
Boston, Massachusetts, United States
Company size

Who is Scott Kirwin? Overview

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Quick answer

Scott Kirwin is listed as Deputy General Counsel at Cetera Financial Group at Cetera Financial Group, a company with 501 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Scott Kirwin.

Scott Kirwin previously worked as Deputy General Counsel at Cetera Financial Group and Adjunct Professor at Boston University. Scott Kirwin holds Jd, Cum Laude, Law from Harvard Law School.

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Cetera Financial Group

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Profile bio

About Scott Kirwin

Seasoned, versatile asset management and securities lawyer with strong regulatory and product development background. Extensive team and business unit leadership, including serving as Chief Legal Officer for registered investment advisers with greater than $750 billion in assets under management. Broad investment management, securities, regulatory, ERISA, and transactional experience. Strategic thinker, business partner and team player. Proven team and product leadership ability in fast-paced, high-intensity environments.

Current workplace

Scott Kirwin's current company

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Cetera Financial Group
Cetera Financial Group
Deputy General Counsel at Cetera Financial Group
El Segundo, CA
Website
Employees
501
AeroLeads page
8 roles

Scott Kirwin work experience

A career timeline built from the work history available for this profile.

Deputy General Counsel

Current

San Diego, CA, US

Leads legal support for Cetera's Workplace & Retirement Services team, including Cetera's defined contribution and defined benefit products and services.

Jan 2024 - Present

Adjunct Professor

Current

Boston, MA, US

Professor of Financial Regulation and Ethics in Masters of Management and Administration programs.

Jan 2023 - Present

Senior Vice President & Deputy General Counsel

Boston, MA, US

Served as lead attorney for Strategic Advisers (SAI), the money manager for Fidelity’s retail and workplace managed account products, and FIdelity Instiutional Wealth Adviser (FIWA), the investment adviser to Fidelity’s institutional advisory platform business. Counseled senior management on product development, regulatory, litigation and risk issues. Led.

Dec 2020 - Jun 2022

Chief Legal Officer, Fidelity Institutional Wealth Adviser Llc

Boston, MA, US

Nov 2019 - Jun 2022

Chief Legal Officer, Strategic Advisers Llc

Boston, MA, US

Mar 2018 - Jun 2022

Vice President & Associate General Counsel

Boston, MA, US

Acted as managing attorney for SAI, FIWA and other Fidelity registered investment advisers. Served as lead counsel to various retail, workplace and intermediary product and distribution teams for advisory and managed account services. Counseled senior management on restructuring diversified investment advisers into multiple advisory businesses, including.

Jan 2010 - Dec 2020

Senior Legal Counsel

Boston, MA, US

Acted as securities lawyer for SAI and the Global Asset Allocation group of Fidelity’s asset management division. Counseled a variety of Fidelity business units and senior leaders on investment advisory, mutual fund and financial planning products. Provided legal advice on emerging lines of retail-facing advisory services and the build-out of several new.

Sep 2006 - Jan 2010

Associate

Boston, MA, US

Represented open-end and closed-end mutual fund complexes, registered investment advisers, hedge fund advisers, and private fund sponsors. Counseled a variety of investment management and corporate clients with respect to public offerings, buyout financing, syndicated debt offerings and leveraged loan trading and structuring. Acted as counsel for a family.

Sep 2001 - Sep 2006
Team & coworkers

Colleagues at Cetera Financial Group

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2 education records

Scott Kirwin education

Jd, Cum Laude, Law

Harvard Law School

B.S., Summa Cum Laude, Political Science; History

Northeastern University
FAQ

Frequently asked questions about Scott Kirwin

Quick answers generated from the profile data available on this page.

What company does Scott Kirwin work for?

Scott Kirwin works for Cetera Financial Group.

What is Scott Kirwin's role at Cetera Financial Group?

Scott Kirwin is listed as Deputy General Counsel at Cetera Financial Group at Cetera Financial Group.

Where is Scott Kirwin based?

Scott Kirwin is based in Boston, Massachusetts, United States while working with Cetera Financial Group.

What companies has Scott Kirwin worked for?

Scott Kirwin has worked for Cetera Financial Group, Boston University, Fidelity Investments, and Ropes & Gray Llp.

Who are Scott Kirwin's colleagues at Cetera Financial Group?

Scott Kirwin's colleagues at Cetera Financial Group include Nicholas Doyle, Cfp® Ricp®, Tyler Green, Cfa, Ryan Hoffman, Whit Story, and Peggy Jordan.

How can I contact Scott Kirwin?

You can use AeroLeads to view verified contact signals for Scott Kirwin at Cetera Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Scott Kirwin attend?

Scott Kirwin holds Jd, Cum Laude, Law from Harvard Law School.

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