Christopher Stuart Email & Phone Number
Portfolio Manager @ Allworth Financial
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Christopher Stuart Location
- Boston, MA, US
Christopher Stuart Work
- 2025 - now Portfolio Manager @
- 2023 - now Judge @
- 2022 - 2025 Portfolio Manager @ Shorepoint Capital Partners
- 2015 - 2022 Senior Investment Analyst @
- 2014 - 2015 Director, Platform Distribution @
- 2010 - 2012 Director Of Research @
- 2006 - 2010 Vice President, Senior Investment Analyst @
- 2005 - 2006 Actuarial Analyst @
- 2001 - 2004 Financial Advisor @
Christopher Stuart Education
- University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Arts (BA) (Finance-Investments)
1994 - 1998 - Xaverian Brothers High School
(High School Diploma)
1991 - 1994
Christopher Stuart Skills
- Alternative Investments
- Lead Management
- Insurance
- Technical Analysis
- CAP
- Investment Research
- Competitive Analysis
- Finance
- Zephyr
- Investor Relations
- Asset Managment
- React.js
- Google Analytics
- Competitive Pricing
- Short Sales
- Long/Short Equity
- Hedge Funds
- Investment Management
- Source
- MS Excel
- Retirement Planning
- Valuation
- Financial Planning
- Portfolio Management
- Bloomberg
- Short Selling
- Asset Allocation
- SEO
- Playback
- Strategy
- Industry Research
- Equity Research
- Computer Programming
- Microsoft Excel
- Asset Management
- Risk Management
- Ethereum
- Training
- Qualitative Research
- Cryptocurrency
- Bankruptcy
- Documentation
- Research
- Articles
- Investigation
- DCF Valuation
- Guides
- Options
- Analysis
- Django
- Ratings
- Github
- Website Development
- Equity Valuation
- Economics
- Fundamental Analysis
- Financial Modeling
- Model Portfolios
- Communication
- Presentation
- Usability
- Estimates
- VBA
- Quantitative Analytics
- Blockchain
- SQL
- Newsletters
- Automobile
- Quantitative Analysis
- Quantitative Research
- ETFs
- Presentations
- Income
- Pricing
- Chartered Financial Analyst
- Coal
- Node.js
- Bitcoin
- Platform
- Reviews
- Investments
- MPI
- Excel
- FactSet
- Equities
- Mutual Funds
- Fundamental Research
- Forensic Accounting
- Securities And Exchange Commission
- Stocks
- Transcripts
- Analytical Skill
- Cash
- Retail Brokerage
- WordPress
- JavaScript
- Stock Picking
- Financial Analysis
- Flask
- Interpersonal Skills
- Python
- Factor Analysis
- CFA
- Equity
- Due Diligence
- Securities
- Code Coverage
- DBMS
Christopher Stuart Summary
- Christopher Stuart, based in Boston, MA, US, is currently a Portfolio Manager at Allworth Financial. Christopher Stuart brings experience from previous roles at MassChallenge, Shorepoint Capital Partners, Commonwealth Financial Network and Columbia Threadneedle Investments, US. Christopher Stuart holds a 1994 - 1998 Bachelor of Arts (BA) in Finance-Investments @ University of Massachusetts at Amherst - Isenberg School of Management. With a robust skill set that includes Alternative Investments, Lead Management, Insurance, Technical Analysis, CAP and more. Christopher Stuart has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Allworth Financial Employees
Pat McClain
Co-Founder and CEO
Sacramento, CA, US
John Bunch
Chief Executive Officer
Indianapolis, IN, US
Alan Swanson
VP FP and A
Texas, United States
Chris Oddy
Chief Financial Officer
Texas, United States
Pete Engelken
Chief Operating Officer
Sacramento, CA, US
Scott Hanson
Co-Founder and Vice Chair
Sacramento, CA, US
Christy Jordan
Regional VP, Wealth Management Consultant
Indianapolis, IN, US
Barry Greenberg
Chief Legal Officer
Texas, United States
Brad Boekestein
Chief Marketing Officer
Addison, TX, US
Andrew Stout
Chief Investment Officer
United States
Gary Grigsby
Chief Executive Officer
Addison, TX, US
Corey Gamble
Chief Compliance Officer
Sacramento, CA, US
Darla Sipolt
Chief Client Officer
Phoenix, AZ, US
Julie Anderson
Vice President of Human Resources
Sacramento, CA, US
Jeffrey Green
Chief People Officer
Texas, United States
Jake Wedemeyer
Regional Vice President, Wealth Management Consultant
Texas, United States
Sara Baker
EVP, Mergers and Acquisitions
Kansas City, MO, US
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