Scott Stewart, CFA

Scott Stewart, CFA

Assistant Vice President/Client Service

Scott is an Assistant Vice President/Client Service and Portfolio Analyst at Stifel, where he assists the team in advising high-net-worth individuals and families through customized investment planning and wealth management strategies.  He began his career in 2008 with Deutsche Bank in New York City, where he was directly responsible for maintaining and developing relationships with the firm’s global hedge fund clientele.

Scott is a Chartered Financial Analyst® (CFA) Charterholder.  He earned a Bachelor of Science in Finance from The University of Florida and holds Series 7 and 66 licenses.  He is a member of the CFA Institute and the New York Society of Security Analysts.

Scott lives in lower Manhattan with his wife, Jennifer, and their two dogs.  When not devoting his spare time to the many charitable causes he is passionate about, he enjoys golfing and boating in the summer and skiing in the winter.

Phone (212) 328-2886