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Nate Stewart Email & Phone Number
Managing Director
at
Baldwin Wealth Partners
1 work email found
@verizon.net
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Marion, Massachusetts, United States
Company size
Who is Nate Stewart? Overview
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Quick answer
Nate Stewart is listed as Managing Director at Baldwin Wealth Partners, a with 20 employees, based in Marion, Massachusetts, United States. AeroLeads shows a work email signal at verizon.net and a matched LinkedIn profile for Nate Stewart.
Nate Stewart previously worked as Research Analyst & Trading Manger at Baldwin Brothers - Wealth Management and Investment Support Manager & Research Analyst at Dyer Capital Management, Inc.. Nate Stewart studied at Boston University.
Company email context
Email format at Baldwin Wealth Partners
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nstewart@verizon.net
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Profile bio
About Nate Stewart
I am a Research Analyst with 12 years of experience screening and valuing stocks and mutual funds and 20 years of experience in the financial services industry. I worked full-time in college while earning my undergraduate degree and while obtaining my graduate degree. Along the way, I gained a solid understanding of securities, financial markets and financial institutions that allows me to see the field where others do not. Today, I am a confident and decisive fiduciary focused on making the right decisions to meet client’s financial goals.
Listed skills include Wealth Management.
Current workplace
Nate Stewart's current company
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Baldwin Wealth Partners
7 roles · 25 years
Nate Stewart work experience
A career timeline built from the work history available for this profile.
Research Analyst & Trading Manger
Current• Update equity valuations for Information Technology, Healthcare, & Industrial Stocks utilizing blended fundamental; relative; and technical methodologies• Build Industry screens in FactSet to identify stock candidates for further analysis• Monitor Model Portfolio stocks on Schwab & Fidelity Trading Platform and via FactSet alerts• Track performance for firms’ mutual fund line up and meet with External Sales Representatives• Review client trading, trust, and retirement accounts against IPS asset allocations and equity model weighting. Rebalance client accounts considering client’s target asset allocation, cash needs, restrictions, and tax ramifications• Represent company with FactSet, Tamarac, Junxure, Worldox, and other IT vendors negotiating contracts, supervising data migration, and working with service teams.
May 2010 - Present
Investment Support Manager & Research Analyst
Dyer Capital Management, Inc.
Screened mutual funds based on quantitative risk characteristics and made portfolio recommendations to president of companyParticipated in meetings with prospective and existing clients to discuss investment horizon, risk tolerance, and asset allocation Executed equity and mutual fund trades for retirement accounts and taxable accounts Initiated and implemented compliance program improvements including but not limited to: data security; data back-up and recovery; business continuity planning; best execution policies and procedures
Apr 2008 - May 2010
Lead Senior Accounting Analyst
Oversaw accounting and pricing for 50 international equity and global fixed income mutual funds.
2006 - 2008
~2 yrs
Compliance Administrator
Performed prospectus based compliance testing for money market, equity, and bond funds on behalf of large institutional clients.
2005 - 2006
~1 yr
Senior Accounting Specialist
Oversaw the development of 6 accountants. Reviewed income, expense, capstock, corporate action, distribution and pricing activty for institutional client.
2004 - 2005
~1 yr
Fund Accountant
Processed accounting transactions and maintained financial reports on behalf of institutional clients. Responded to client telephone and email inquiries.
2002 - 2004
~2 yrs
3 education records
Nate Stewart education
Education record
Education record
Education record
Cfa Institute
FAQ
Frequently asked questions about Nate Stewart
Quick answers generated from the profile data available on this page.
What company does Nate Stewart work for?
Nate Stewart works for Baldwin Wealth Partners.
What is Nate Stewart's role at Baldwin Wealth Partners?
Nate Stewart is listed as Managing Director at Baldwin Wealth Partners.
What is Nate Stewart's email address?
AeroLeads has found 1 work email signal at @verizon.net for Nate Stewart at Baldwin Wealth Partners.
Where is Nate Stewart based?
Nate Stewart is based in Marion, Massachusetts, United States while working with Baldwin Wealth Partners.
What companies has Nate Stewart worked for?
Nate Stewart has worked for Baldwin Wealth Partners, Baldwin Brothers - Wealth Management, Dyer Capital Management, Inc., Fidelity Investments, and State Street.
How can I contact Nate Stewart?
You can use AeroLeads to view verified contact signals for Nate Stewart at Baldwin Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Nate Stewart attend?
Nate Stewart studied at Boston University.
What skills is Nate Stewart known for?
Nate Stewart is listed with skills including Wealth Management.
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