Stuart has spent the past eight years helping clients navigate the complexities of their financial lives. In his current role as a Portfolio Manager, Stuart constructs portfolios tailored to clients’ priorities and life circumstances. His work doesn’t just support investment returns, but the goals and milestones clients are working toward.

Prior to his current role, he served as a Family Advisor and Investment Advisor, partnering with clients to understand their unique financial goals and develop customized strategies to help achieve them. He also worked as a Trust Advisor and Paraplanner, where he gained expertise in financial planning and wealth management. Earlier in his career, he served as a Portfolio Management Associate, gaining hands-on experience in investment analysis and portfolio construction.

Throughout his career, Stuart has been committed to providing exceptional client service and building long-lasting relationships based on trust and transparency. He is passionate about helping individuals and families achieve their financial goals and believes that thoughtful planning and disciplined execution are the keys to success.