Mr. Stewart specializes in creating customized investment portfolios for LongVue's clients. He brings significant experience in the search, selection and oversight of a carefully researched base of superior money managers.

Mr. Stewart came to LongVue from J.P. Morgan Chase, where he was a vice president in the private banking services division. He built and oversaw client portfolios and managed the performance of outside asset managers. As a member of the bank's investment policy committee, he developed policies for risk diagnostics, portfolio rebalancing, shortfall risk and concentrated positions.

Prior to joining J.P. Morgan Chase, Mr. Stewart spent the majority of his career at Fidelity Investments, where he was responsible for the development and delivery of several high net worth investment advisory and guidance programs.

Mr. Stewart has extensive experience in Latin America and is fluent in Spanish. During his tenure with Fidelity Investments, he trained private bankers, brokers and analysts throughout Latin America in asset allocation and modern portfolio theory, while working closely with Fidelity's Investment Partners in the region.

Mr. Stewart received a bachelor's degree from Purdue University and has earned the Certified Investment Management Analyst (CIMA) designation from The Wharton School at The University of Pennsylvania.