At Citi Private Bank, Stewart, as team leader, will be responsible for the team in Boston and will handle all Boston-related investment business for the private bank. He will report to Michael Persinski, of Citi Private Bank US investments.
Stewart joins Citi from TD Wealth in Boston, where he spent two years as co-head of investments, actively managing third-party managers across equity, fixed income and alternative assets in 12 model portfolios. Before that, he spent eight years at Longvue Advisors as chief investment officer, before which he served as a vice president of research and portfolio manager at JP Morgan Chase in New York. Prior to JP Morgan, he worked at Fidelity Investments in Boston and The World Group in Washington, DC.