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Entrust Self-Directed IRA Office - Massachusetts Area

Brian Kearney, CISP

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Contact Information

100 TradeCenter Suite G-700
Woburn, MA 01801
Phone: (781) 569-5074
Fax: (866) 608-5690

See map: Google Maps 
 

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About Brian Kearney, Business Development Manager

Brian Kearney brings over 14 years of experience in the financial services industry to Entrust clients. After earning his Bachelor of Science in Financial Management at Catholic University in Washington, DC, Brian moved to the Boston area to begin his career at Putnam Investments.

While at Putnam, he earned FINRA Series 6, 7, and 63 securities licenses, and focused his efforts on marketing mutual funds and retirement plans to financial advisors in New England and New York. Brian next joined Columbia Management, Bank of America's investment arm at the time, expanding their funds to advisors managing large group retirement plans in the eastern half of the country. During his time at Columbia, Brian earned his FINRA Series 66 securities license and attained the AIF (Accredited Investment Fiduciary) and PPC (Professional Plan Consultant) designations.

After leaving Columbia, Brian served as Regional Director of New England and New York for BenefitStreet Inc., followed by Daily Access Corporation, where he focused on selling recordkeeping and administration services for group retirement plans. Since joining The Entrust Group, Brian has earned the CISP (Certified IRA Services Professional) designation through The Institute of Certified Bankers.

Brian resides in the Boston area with his wife and two young children, and in his spare time enjoys travel, golf, and downhill skiing. 

You can register to attend Brian's in-person events in the Massachussetts area, or his national online events, through our Learning Center.