Stewart plays a key role in portfolio management for our group. Collaborating with Rob, Jim and John, Stewart spearheads the construction of diversified, risk managed portfolios and performs due diligence on investment products for our clients. As well, he executes most of the trading functions for the Wyndham Group. At the time of writing, Stewart is a 2018 level 2 CFA candidate.
Stewart grew up in the Leslieville area and attended the University of Toronto where he received an Honours degree in Economics. He developed an early passion for the financial markets and expanded on this interest by applying for a high school co-op position at the Wyndham Group. He has continued to be a valuable part of the team ever since.
As the lead researcher, Stewart monitors our strategy and looks for ways to improve our investment process. His work has formed the basis of several investment themes that have been published in the Globe and Mail.
When he is not at the office, Stewart enjoys a good book, testing his skills in the kitchen and dining out with friends. Bitten by the travel bug, he is already planning his next destination.