Brian D. Stewart, Cfa
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Brian D. Stewart, Cfa Email & Phone Number

EVP and Chief Investment Officer at Middlesex Savings Bank
Location: Greater Boston, United States, United States 5 work roles 4 schools
2 work emails found @middlesexbank.com 4 phones found area 508 and 877 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 4 phones

Work email b****@middlesexbank.com
Direct phone (508) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
EVP and Chief Investment Officer
Location
Greater Boston, United States, United States
Company size

Who is Brian D. Stewart, Cfa? Overview

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Quick answer

Brian D. Stewart, Cfa is listed as EVP and Chief Investment Officer at Middlesex Savings Bank, a company with 568 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at middlesexbank.com, phone signal with area code 508, 877, and a matched LinkedIn profile for Brian D. Stewart, Cfa.

Brian D. Stewart, Cfa previously worked as EVP, Chief Financial Officer, Chief Investment Officer at Middlesex Savings Bank and Senior Vice President, Portfolio Manager at Baybanks, N.A.. Brian D. Stewart, Cfa holds Cfa, Portfolio Management from Chartered Financial Analyst.

Company email context

Email format at Middlesex Savings Bank

This section adds company-level context without repeating Brian D. Stewart, Cfa's masked contact details.

*@middlesexbank.com
74% confidence

AeroLeads found 2 current-domain work email signals for Brian D. Stewart, Cfa. Compare company email patterns before reaching out.

Profile bio

About Brian D. Stewart, Cfa

Brian D. Stewart, Cfa is a EVP and Chief Investment Officer at Middlesex Savings Bank. He possess expertise in investments, portfolio management, finance, banking, fixed income and 28 more skills.

Listed skills include Investments, Portfolio Management, Finance, Banking, and 29 others.

Current workplace

Brian D. Stewart, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Middlesex Savings Bank
Middlesex Savings Bank
EVP and Chief Investment Officer
Boston, MA, US
Employees
568
AeroLeads page
5 roles · 46 years

Brian D. Stewart, Cfa work experience

A career timeline built from the work history available for this profile.

Evp, Chief Financial Officer, Chief Investment Officer

Current

Responsible for all financial reporting, budgeting, forecasting and tax planning.Manage $2.4 billion fixed-income investment portfolio.Oversee interest rate risk management, capital planning & stress testing.Manage wholesale funding and liquidity position.Chair ALCO and Pricing Committees.Direct risk management functions related to auditing, compliance and.

1996 - Present ~30 yrs 4 mos

Senior Vice President, Portfolio Manager

Baybanks, N.A.
1992 - 1996 ~4 yrs

Vice President, Portfolio Manager

Pnc New England (Formerly The Massachusetts Company)
1988 - 1992 ~4 yrs

Assistant Vice President, Investments

Shawmut Bank, N.A.
1980 - 1988 ~8 yrs
Team & coworkers

Colleagues at Middlesex Savings Bank

Other employees you can reach at middlesexbank.com. View company contacts for 568 employees →

4 education records

Brian D. Stewart, Cfa education

Cfa, Portfolio Management

Chartered Financial Analyst

Education record

Reading Memorial High School
FAQ

Frequently asked questions about Brian D. Stewart, Cfa

Quick answers generated from the profile data available on this page.

What company does Brian D. Stewart, Cfa work for?

Brian D. Stewart, Cfa works for Middlesex Savings Bank.

What is Brian D. Stewart, Cfa's role at Middlesex Savings Bank?

Brian D. Stewart, Cfa is listed as EVP and Chief Investment Officer at Middlesex Savings Bank.

What is Brian D. Stewart, Cfa's email address?

AeroLeads has found 2 work email signals at @middlesexbank.com for Brian D. Stewart, Cfa at Middlesex Savings Bank.

What is Brian D. Stewart, Cfa's phone number?

AeroLeads has found 4 phone signal(s) with area code 508, 877 for Brian D. Stewart, Cfa at Middlesex Savings Bank.

Where is Brian D. Stewart, Cfa based?

Brian D. Stewart, Cfa is based in Greater Boston, United States, United States while working with Middlesex Savings Bank.

What companies has Brian D. Stewart, Cfa worked for?

Brian D. Stewart, Cfa has worked for Middlesex Savings Bank, Baybanks, N.A., Pnc New England (Formerly The Massachusetts Company), and Shawmut Bank, N.A..

Who are Brian D. Stewart, Cfa's colleagues at Middlesex Savings Bank?

Brian D. Stewart, Cfa's colleagues at Middlesex Savings Bank include Leah Robinson, Elizabeth Zisis, Meghan O’Brien, Jen Strom, and Prachi Meher.

How can I contact Brian D. Stewart, Cfa?

You can use AeroLeads to view verified contact signals for Brian D. Stewart, Cfa at Middlesex Savings Bank, including work email, phone, and LinkedIn data when available.

What schools did Brian D. Stewart, Cfa attend?

Brian D. Stewart, Cfa holds Cfa, Portfolio Management from Chartered Financial Analyst.

What skills is Brian D. Stewart, Cfa known for?

Brian D. Stewart, Cfa is listed with skills including Investments, Portfolio Management, Finance, Banking, Fixed Income, Financial Analysis, Risk Management, and Financial Reporting.

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