Jeff Stewart
Geen lopende functies
Profiel
Mr. Jeffrey L.
Stewart, CFA, is a Senior Vice President at Robert W.
Baird & Co., Inc. He has extensive experience in the areas of income stream investment strategies as they relate to retirement and education planning, as well as equity and fixed income portfolio management, and he has more than 22 years of industry experience.
In his past career he held the position of Senior Vice President & Financial Advisor at McAdams Wright Ragen, Inc. (Investment Management).
He received his Bachelor of Arts degree in Economics from the University of Washington.
Eerdere bekende functies van Jeff Stewart
| Bedrijven | Functie | Einde |
|---|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
 McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Portefeuillebeheerder-Aandelen | 01-11-2014 |
Opleiding van Jeff Stewart
| University of Washington | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Finance |
