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