Chris Stuart, CFA® Back

Senior Investment Research Analyst

  • Evaluates and selects managers and disseminates research in the large-cap equity asset class
  • Responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews
  • Holds FINRA Series 7 and 66 securities registrations and the Chartered Financial Analyst®(CFA®) designation
  • Holds a BA in finance from UMass Amherst
  • Has prior experience in positions at Columbia Management, Bank of America-Merrill Lynch, and