Todd Stewart
Director of Research - Equity at SageView Advisory Group LLC
Profile
Mr. Brien T.
Stewart, CFA, is a Managing Director of Investment Research at SageView Advisory Group LLC.
He is a voting member of SageView’s Investment Committee.
He is charged with managing all aspects of the investment manager due diligence process.
In doing so, he coordinates the efforts of the Qualitative Research Committee, which maintains and develops the internal list of approved managers as well as the firm’s qualitative watch list.
He also serves as an investment consultant for a select number of institutional clients.
Prior to joining SageView Advisory Group in 2008, Mr. Stewart worked with First Tennessee/First Horizon National Corporation.
Mr. Stewart graduated from the University of Tennessee with a Bachelor’s Degree in Business Administration, Finance, with a collateral in Economics.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the East Tennessee CFA Society.
Todd Stewart active positions
Companies | Position | Start |
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SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView Advisory Group LLC (SAG) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded by Randall Long in 1989. SAG provides asset management services to individual and institutional clients. | Director of Research - Equity | 01/01/2008 |
Training of Todd Stewart
University of Tennessee | Undergraduate Degree |
Experiences
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1st degree connections
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Linked companies
Private companies | 1 |
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SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView Advisory Group LLC (SAG) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded by Randall Long in 1989. SAG provides asset management services to individual and institutional clients. | Finance |
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