Jacob Stewart's Location
Boston, MA, US
Jacob Stewart's Work
- Chief Investment Officer @ Granite Financial Partners
- Investment Analyst @ CCR Wealth Management
- Investment Consultant @ Natixis Investment Managers
- Internal Business Consultant @ John Hancock Financial Services
- Financial Advisor @ Baystate Financial
- Financial Advisor @ Finivi | Financial Advisors
- Investor Relations @ Envit Capital
- English Teacher @ China University of Petroleum,(Beijing)
Jacob Stewart's Education
- Skidmore College
Management & Business (Finance, Economics, Asian Studies)
2003 - 2007 - Peking University
(Mandarin, Chinese history)
2005 - 2005 - Deerfield Academy2000 - 2003
- Beijing Normal University Middle School
Course Completion (Mandarin)
2002 - 2002 - Eaglebrook School
N/A
1997 - 2000
Jacob Stewart's Skills
- Series 7
- Series 6
- Series 63
- Series 65
- Mutual Funds
- Investments
- Asset Allocation
- Consulting
Jacob Stewart's Summary
Jacob Stewart, based in Boston, MA, US, is currently a Chief Investment Officer at Granite Financial Partners, bringing experience from previous roles at CCR Wealth Management, Natixis Investment Managers, John Hancock and Baystate Financial. Jacob Stewart holds a 2003 - 2007 Management & Business in Finance, Economics, Asian Studies @ Skidmore College. With a robust skill set that includes Series 7, Series 6, Series 63, Series 65, Mutual Funds and more, Jacob Stewart contributes valuable insights to the industry. Jacob Stewart has 2 emails on RocketReach.
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