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Nathan Stewart

Managing Director, Advisor

Loyal, Trustworthy, and Just A Wee Bit Sarcastic

The book he should write: “Lessons Learned from 21st Century Bear Markets”
Absolutely loves: Skiing, Hiking, Golf and Electric Guitar
Surprising fact: He doesn’t like Whiskey
On his bucket list: Europe
Favorite movie: Braveheart (of course)
A Few Details: Nate’s strong work ethic started at an early age and continued through college, as he worked full-time while earning his undergraduate degree from the University of Massachusetts Amherst, and later while obtaining his master’s degree in financial economics from Boston University. He brings a deep, hands-on understanding of securities, financial markets, and financial institutions when evaluating investments and investing client assets.

Talking to Nate is like a taking a walk through the Scottish Highlands – there’s a lot of hard-won history, and quite a few surprises! Having worked for over 20 years in the financial services industry, he carries a vast landscape of financial knowledge that affords him a unique, 360-degree perspective – and a view of the field few others can match. Confident, resourceful, and decisive, Nate stays focused on making the right decisions for every client, every time. Growing up a Stewart with a strong Scottish heritage, Nate’s a fiercely loyal friend and colleague who brings a fair bit of sarcastic humor to keep the conversation lively. Today, Nate lives in Marion with his wife Jen, his two children, Aili and Ian, and Phoebe, his rescue Rhodesian Ridgeback.

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