Brian Stewart Email & Phone Number
EVP and Chief Investment Officer @ Middlesex Savings Bank
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Brian Stewart Location
- Boston, MA, US
Brian Stewart Work
- 2025 -now EVP and Chief Investment Officer @
- 1996 -2025 EVP, Chief Financial Officer, Chief Investment Officer @
- 1992 -1996 Senior Vice President, Portfolio Manager @ BayBanks, N.A.
- 1988 -1992 Vice President, Portfolio Manager @ PNC New England (formerly The Massachusetts Company)
- 1980 -1988 Assistant Vice President, Investments @ Shawmut Bank, N.A.
Brian Stewart Education
- Chartered Financial Analyst
CFA (Portfolio Management)
1986-1989 - Bentley University
MSF (Finance)
1983-1985 - University of Massachusetts Amherst
BBA (Accounting)
1976-1980 - Reading Memorial High School
Brian Stewart Skills
- Fixed Income
- Asset Management
- Liquidity
- Capital Markets
- Banking
- Portfolio Management
- Management
- Investments
- Finance
- Equities
- Bloomberg
- Credit Analysis
- Budgets
- Forecasting
- Financial Modeling
- Commercial Banking
- Credit Risk
- Financial Analysis
- Loans
- Risk Management
- Cash Management
- Valuation
- Financial Planning
- Financial Risk
- Mortgage Lending
- Treasury Management
- Strategic Financial Planning
- Budgeting
- Credit
- Financial Reporting
- Funding
- Commercial Lending
- Securities
Brian Stewart Summary
- Brian Stewart, based in Boston, MA, US, is currently a EVP and Chief Investment Officer at Middlesex Savings Bank. Brian Stewart brings experience from previous roles at Middlesex Savings Bank, BayBanks, N.A., PNC New England (formerly The Massachusetts Company) and Shawmut Bank, N.A.. Brian Stewart holds a 1986 - 1989 CFA in Portfolio Management @ Chartered Financial Analyst. With a robust skill set that includes Fixed Income, Asset Management, Liquidity, Capital Markets, Banking and more. Brian Stewart has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Middlesex Savings Bank Employees
Sean Burke
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Cheryl Corman
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Westborough, MA, US
William Brassard
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Courtney O'Regan
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Jeffrey Glashow
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