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
