Nate Stewart

Nate Stewart Email and Phone Number

Managing Director @ Baldwin Wealth Partners
Marion, MA, US
Nate Stewart's Location
Marion, Massachusetts, United States, United States
Nate Stewart's Contact Details

Nate Stewart personal email

n/a
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.

Nate Stewart's Current Company Details
Baldwin Wealth Partners

Baldwin Wealth Partners

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Managing Director
Marion, MA, US
Website:
baldwin-llc.com
Employees:
20
Nate Stewart Work Experience Details
  • Baldwin Wealth Partners
    Managing Director
    Baldwin Wealth Partners
    Marion, Ma, Us
    View
  • Baldwin Brothers - Wealth Management
    Research Analyst & Trading Manger
    Baldwin Brothers - Wealth Management May 2010 - Present
    • 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.
    View
  • Dyer Capital Management, Inc.
    Investment Support Manager & Research Analyst
    Dyer Capital Management, Inc. Apr 2008 - May 2010
    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
  • Fidelity Investments
    Lead Senior Accounting Analyst
    Fidelity Investments 2006 - 2008
    Oversaw accounting and pricing for 50 international equity and global fixed income mutual funds.
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  • State Street
    Compliance Administrator
    State Street 2005 - 2006
    Performed prospectus based compliance testing for money market, equity, and bond funds on behalf of large institutional clients.
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  • State Street
    Senior Accounting Specialist
    State Street 2004 - 2005
    Oversaw the development of 6 accountants. Reviewed income, expense, capstock, corporate action, distribution and pricing activty for institutional client.
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  • State Street
    Fund Accountant
    State Street 2002 - 2004
    Processed accounting transactions and maintained financial reports on behalf of institutional clients. Responded to client telephone and email inquiries.
    View

Nate Stewart Skills

Wealth Management

Nate Stewart Education Details

Frequently Asked Questions about Nate Stewart

What company does Nate Stewart work for?

Nate Stewart works for Baldwin Wealth Partners

What is Nate Stewart's role at the current company?

Nate Stewart's current role is Managing Director.

What is Nate Stewart's email address?

Nate Stewart's email address is na****@****zon.net

What schools did Nate Stewart attend?

Nate Stewart attended Boston University, University Of Massachusetts Amherst, Cfa Institute.

What are some of Nate Stewart's interests?

Nate Stewart has interest in Golf, Playing Guitar, Skiing, Physical Fitness.

What skills is Nate Stewart known for?

Nate Stewart has skills like Wealth Management.

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