Seth Stuart Email & Phone Number
Investment Product and Wealth Mgmt. Strategy Consultant @ Stealth Investment Company
5 free lookup(s).
Seth Stuart Location
- Chicago, IL, US
Seth Stuart Work
- 2024 -now Investment Product and Wealth Mgmt. Strategy Consultant @
- 2025 -now Investment Product Consultant and Advisor @
- 2026 -now Wealth Solutions Advisor | Advisory Board @
- 2025 -now Advisory Board Member @
- 2024 -now Co-Founder, Advisory Board Member and Chief Strategy Officer @
- 2024 -now Advisory Board Member @
- 2024 -now Advisory Board Member @
- 2024 -2025 Advisory Board Member and Senior Advisor @
- 2022 -2024 Senior Vice President | Head of Product and Business Intelligence @
- 2021 -2022 Chief Architect and Head of Product @
- 2009 -2021 Investment Product Manager | Alternative Investment and Managed Account Solutions @
- 2009 -2009 Senior Consultant | Investment Product Management and Marketing @
- 2006 -2008 Assistant Vice President | Value Added Marketing @
- 2005 -2006 Senior Investment Analyst | Consulting Services Group @
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 Investment Product and Wealth Mgmt. Strategy Consultant at Stealth Investment Company. Seth Stuart brings experience from previous roles at AltsXL Wealth Solutions, ExchangiFi, First United Bank and EventIntelligence.AI. 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 4 emails and 2 mobile phone numbers on RocketReach.
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