Kevin Stewart, Cfa

Kevin Stewart, Cfa Email and Phone Number

Founder and CEO @ Giselle Fund
Englewood, NJ, US
Kevin Stewart, Cfa's Location
Englewood, New Jersey, United States, United States
Kevin Stewart, Cfa's Contact Details

Kevin Stewart, Cfa personal email

About Kevin Stewart, Cfa

Wall Street veteran waging war on risky investing by creating tools that democratize financial intelligence and enable people to make smarter, faster decisions. Putting over 30 years of experience trading and managing diverse financial investment products for high-net worth clients, institutional clients, and private portfolios to work by creating tools that automate equity discovery, monitoring and optimization. Creator of investment intelligence algorithm, Giselle, which delivers automated timing signals for traders and investors. Founder of Stocks for the Week (www.stocksfortheweek.com) equity discovery platform (web and app), which taps Giselle technology to make managing intel for 3,000+ leading stocks easier and more efficient for investors of all experience levels. Inventor of a critically acclaimed tool designed to help people plan for their financial future, Calculate My Wealth, which offers a comprehensive financial planning calculator that enables people to compare investing vs. savings potential in the long-term and evaluate earning simulations for different strategies. Creator of ten proprietary financial models that leverage objective criteria and investment/valuation discipline, to minimize subjectivity and validate investment decisions.CFA, Harvard M.B.A., and Wharton Business School graduate.Specialties: FUNDAMENTAL ANALYSISIndustry/Company AnalysisPro-Forma Financial ModelingTECHNICAL ANALYSISGlobal Trend IdentificationEntry/Exit Point IdentificationINVESTMENT ANALYSISRelative Value AnalysisPortfolio Strategies

Kevin Stewart, Cfa's Current Company Details
Giselle Fund

Giselle Fund

View
Founder and CEO
Englewood, NJ, US
Kevin Stewart, Cfa Work Experience Details
  • Giselle Fund
    Founder And Ceo
    Giselle Fund
    Englewood, Nj, Us
  • Giselle Fund
    Founder & Ceo
    Giselle Fund Jun 2018 - Present
    Quantitative and data-driven hedge fund that’s AI-enabled and optimized through human intuition. Built around a proprietary investment intelligence algorithm that delivers automated timing signals for trading and long-term investing.
  • Stocks For The Week
    Founder & Ceo
    Stocks For The Week Dec 2008 - Present
    Investment intelligence app that taps technology to make managing intel for 3,000+ leading stocks easier and more efficient. Delivers daily automated timing and safety-store signals for traders and investors, alike, to make smarter, faster decisions. Benzinga Fintech Awards Finalist two years in a row.
  • Self Employed
    Independent Trader/Trading Systems Developer
    Self Employed 2006 - 2009
  • Comerica
    Vice-President, Wealth & Institutional Management
    Comerica 2005 - Sep 2006
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 2004 - 2005
  • Rice Financial Products Company
    Director Business Development/Acquisitions Specialist
    Rice Financial Products Company 2001 - 2003
  • Independent
    Trader And Investment Analyst
    Independent 1991 - 2000
  • Delaware Bay Company
    Trader
    Delaware Bay Company 1990 - 1991
  • Painewebber
    Vice President
    Painewebber 1985 - 1990
  • Merrill Lynch
    Institutional High Yield Bond Trader
    Merrill Lynch Jan 1980 - 1985
  • Jp Morgan Chase
    Credit Analyst
    Jp Morgan Chase Jan 1979 - 1980

Kevin Stewart, Cfa Skills

Fundamental Analysis Industry And Company Analysis Pro Forma Financial Modeling Technical Analysis Global Trend Identification Entry/exit Point Identification Investment Analysis Relative Value Analysis Portfolio Strategies Web Trading Applications Mobile Trading Applications Portfolio Management Financial Modeling Analysis Equity Trading Mobile Devices Valuation Private Equity Investment Banking Mergers And Acquisitions Investments Investment Management Asset Management Trading Due Diligence Investment Strategies Financial Risk Corporate Finance Venture Capital Equities Bonds Alternative Investments Capital Markets Fixed Income Emerging Markets Financial Markets Hedge Funds Equity Research Finance Bloomberg

Kevin Stewart, Cfa Education Details

Frequently Asked Questions about Kevin Stewart, Cfa

What company does Kevin Stewart, Cfa work for?

Kevin Stewart, Cfa works for Giselle Fund

What is Kevin Stewart, Cfa's role at the current company?

Kevin Stewart, Cfa's current role is Founder and CEO.

What is Kevin Stewart, Cfa's email address?

Kevin Stewart, Cfa's email address is ks****@****ail.com

What schools did Kevin Stewart, Cfa attend?

Kevin Stewart, Cfa attended Cfa Institute, Harvard Business School, The Wharton School.

What skills is Kevin Stewart, Cfa known for?

Kevin Stewart, Cfa has skills like Fundamental Analysis, Industry And Company Analysis, Pro Forma Financial Modeling, Technical Analysis, Global Trend Identification, Entry/exit Point Identification, Investment Analysis, Relative Value Analysis, Portfolio Strategies, Web Trading Applications, Mobile Trading Applications, Portfolio Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.