Chris Stuart*, CFA®

Chris Stuart*, CFA®

Senior Research Analyst, Equity

  • 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 the FINRA Series 7 and 66 securities registrations
  • Earned a BA in finance from the University of Massachusetts Amherst
  • Has prior experience in positions at Columbia Management, Bank of America-Merrill Lynch, and TheStreet.com