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Stuart Long Location
Boston, MA, US
Stuart Long Work
Vice President, Portfolio Research and Management @ (March 2010 - Present)
Branch Analyst @ (July 2008 - September 2009)
Financial Advisor @ (August 2007 - June 2008)
Registered Client Service Associate @ (April 2005 - August 2007)
Branch Service Associate @ (September 2004 - April 2005)
Stuart Long Education
University of Maryland, College of Behavioral and Social Sciences, College
Bachelor of Arts
2001-2004
University of Delaware 2000-2001
CFA Institute
Charterholder
Stuart Long Skills
Mutual Funds
Wealth Management
Securities
Portfolio Management
Market Analysis
Asset Allocation
Due Diligence
Customer Service
Separately Managed Accounts
Series 7
Retirement Planning
Series 66
Leadership
Microsoft Word
Healthcare
Finance
Nursing
Financial Analysis
BLS
Stuart Long Summary
Stuart Long, based in Boston, MA, US, is currently a Vice President, Portfolio Research and Management at Mariner. Stuart Long brings experience from previous roles at UBS Wealth Management. Stuart Long holds a 2001 - 2004 Bachelor of Arts @ University of Maryland, College of Behavioral and Social Sciences, College. With a robust skill set that includes Mutual Funds, Wealth Management, Securities, Portfolio Management, Market Analysis and more. Stuart Long has 2 emails and 3 mobile phone numbers on RocketReach.
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