Seth Stuart Email & Phone Number
Principal and Senior Advisor — Wealth Management Product and Platform Strategy @ Ing TEHNO PROIECT SRL
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Seth Stuart Location
- Chicago, IL, US
Seth Stuart Work
- Principal and Senior Advisor — Wealth Management Product and Platform Strategy @ Independent Consultant — Wealth Management Product & Platform Strategy (March 2024 - Present)
- Investment Product Consultant and Advisor @ (November 2025 - Present)
- Wealth Solutions Advisor | Advisory Board @ (May 2026 - Present)
- Strategic Advisor @ (March 2026 - Present)
- Advisory Board Member @ (December 2025 - Present)
- Co-Founder, Advisory Board Member and Chief Strategy Officer @ (May 2024 - Present)
- Advisory Board Member @ (May 2024 - Present)
- Advisory Board Member @ (May 2024 - July 2026)
- Advisory Board Member and Senior Advisor @ (September 2024 - October 2025)
- Senior Vice President | Head of Product and Business Intelligence @ (November 2022 - February 2024)
- Chief Architect and Head of Product @ (May 2021 - October 2022)
- Investment Product Manager | Alternative Investment and Managed Account Solutions @ (December 2009 - April 2021)
- Senior Consultant | Investment Product Management and Marketing @ (July 2009 - September 2009)
- Assistant Vice President | Value Added Marketing @ (June 2006 - December 2008)
- Senior Investment Analyst | Consulting Services Group @ (February 2005 - May 2006)
Seth Stuart Education
- SUNY College at Brockport
Bachelor Of Science (Political Science, History)
Seth Stuart Skills
- Investment Strategy
- Investment Product Management
- Wealth Management
- Market Sizing
- Quantitative Finance
- Competitive Intelligence
- Business Case Development
- Product Strategy
- Competitive Analysis
- Teamwork
- Project Management
- Agile Methodologies
- Private Credit
- Product Management
- Business Intelligence (BI)
- Investment Advisory
- Alternative Investments
- Investment Products
- Separately Managed Accounts
- Product Development
- Asset Allocation
- Investment Manager Due Diligence
- Mutual Funds
- Hedge Funds
- Morningstar Direct
- Investment Management
- Asset Management
- Due Diligence
- Investment Strategies
- ETFs
- Fixed Income
- Private Equity
- Zephyr
- Managed Money
- Portfolio Management
- Financial Services
- Capital Markets
- Financial Advisory
- Institutional Investments
- Strategic Financial Planning
- Investments
- Equities
- Financial Planning
- Leadership
- Consultative Selling
- Ria Consultant
- Morningstar Advisor Workstation
- National Account
- Investment Product
- Account Management
- National Account Management
- Evestment
- Business Analysis
- Informais Psn
- FactSet
- Lipper
- Solutions
- Strategic Planning
- Investment Manager Research
- Informais Wealthiq
- Managed Account
- Microsoft Excel
- Morningstar Advisor
- Management
- Strategic Financial
- Research
- Managed Account Solutions Mas
- Separately Managed
- Investment Manager Due
- Services
- Investment Manager
- Institutional
- Business Development
- Marketing Strategy
- Microsoft Office
- Marketing
- FINRA
- Strategy
Seth Stuart Summary
- Seth Stuart, based in Chicago, IL, US, is currently a Principal and Senior Advisor — Wealth Management Product and Platform Strategy at Independent Consultant — Wealth Management Product & Platform Strategy. Seth Stuart brings experience from previous roles at AltsXL Wealth Solutions, ExchangiFi, Trade Oak Park and First United Bank. Seth Stuart holds a Bachelor Of Science in Political Science, History @ SUNY College at Brockport. With a robust skill set that includes Investment Strategy, Investment Product Management, Wealth Management, Market Sizing, Quantitative Finance and more. Seth Stuart has 3 emails and 1 mobile phone numbers on RocketReach.
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