Kevin Stewart, Cfa personal email
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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
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Founder And CeoGiselle FundEnglewood, Nj, Us
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Founder & CeoGiselle Fund Jun 2018 - PresentQuantitative 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.
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Founder & CeoStocks For The Week Dec 2008 - PresentInvestment 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. -
Independent Trader/Trading Systems DeveloperSelf Employed 2006 - 2009
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Vice-President, Wealth & Institutional ManagementComerica 2005 - Sep 2006 -
Financial AdvisorMerrill Lynch 2004 - 2005 -
Director Business Development/Acquisitions SpecialistRice Financial Products Company 2001 - 2003
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Trader And Investment AnalystIndependent 1991 - 2000
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TraderDelaware Bay Company 1990 - 1991
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Vice PresidentPainewebber 1985 - 1990 -
Institutional High Yield Bond TraderMerrill Lynch Jan 1980 - 1985 -
Credit AnalystJp Morgan Chase Jan 1979 - 1980
Kevin Stewart, Cfa Skills
Kevin Stewart, Cfa Education Details
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Cfa InstituteCfa -
Finance -
Finance
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.
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