Christopher Stuart Email & Phone Number
Portfolio Manager @ Allworth Financial
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Christopher Stuart Location
- Boston, MA, US
Christopher Stuart Work
- Portfolio Manager @ (October 2025 - Present)
- Judge @ (March 2023 - Present)
- Portfolio Manager @ Shorepoint Capital Partners (July 2022 - October 2025)
- Senior Investment Analyst @ (May 2015 - July 2022)
- Director, Platform Distribution @ (January 2014 - May 2015)
- Director Of Research @ (October 2010 - November 2012)
- Vice President, Senior Investment Analyst @ (June 2006 - October 2010)
- Actuarial Analyst @ (January 2005 - June 2006)
- Financial Advisor @ (June 2001 - December 2004)
Christopher Stuart Education
- Isenberg School of Management, UMass Amherst
Bachelor of Arts (BA) (Finance-Investments)
1994-1998 - Xaverian Brothers High School
High School Diploma
1991-1994
Christopher Stuart Skills
- Alternative Investments
- Analysis
- Asset Allocation
- Asset Management
- Asset Managment
- Bloomberg
- Chartered Financial Analyst
- Communication
- Cryptocurrency
- DCF Valuation
- Django
- Due Diligence
- ETFs
- Equities
- Equity Research
- Equity Valuation
- Ethereum
- Excel
- Factset
- Finance
- Financial Analysis
- Financial Modeling
- Fixed-Income Investing
- Fund Management
- Fundamental Research
- Hedge Funds
- High-Net-Worth Individuals (HNWI)
- Industry Research
- Interpersonal Skills
- Investment Management
- Investment Research
- Investment Strategies
- Investments
- JavaScript
- Long/Short Equity
- Microsoft Excel
- Microsoft Office
- Model Portfolios
- Mutual Funds
- Options
- Portfolio Management
- Presentations
- Private Equity
- Python
- Qualitative Research
- Quantitative Analysis
- Quantitative Analytics
- Quantitative Research
- React.js
- SQL
- Stock Picking
- Stocks
- Valuation
- Wordpress
- Lead Management
- Insurance
- Technical Analysis
- CAP
- Competitive Analysis
- Zephyr
- Investor Relations
- Google Analytics
- Competitive Pricing
- Short Sales
- Source
- MS Excel
- Retirement Planning
- Financial Planning
- Short Selling
- SEO
- Playback
- Strategy
- Computer Programming
- Risk Management
- Training
- Bankruptcy
- Documentation
- Research
- Articles
- Investigation
- Guides
- Ratings
- Github
- Website Development
- Economics
- Fundamental Analysis
- Presentation
- Usability
- Estimates
- VBA
- Blockchain
- Newsletters
- Automobile
- Income
- Pricing
- Coal
- Node.js
- Bitcoin
- Platform
- Reviews
- MPI
- Forensic Accounting
- Securities And Exchange Commission
- Transcripts
- Analytical Skill
- Cash
- Retail Brokerage
- Flask
- Factor Analysis
- CFA
- Equity
- 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 @ Isenberg School of Management, UMass Amherst. With a robust skill set that includes Alternative Investments, Analysis, Asset Allocation, Asset Management, Asset Managment and more. Christopher Stuart has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Allworth Financial Employees
Jason Harburger
SVP, Strategy
Boston, MA, 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
Steve Burnett
President
Folsom, 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
Jacob Dahlen
VP - Finance Business Partnering
Minneapolis, MN, 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
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