Sean Stewart, Cfa Email & Phone Number

Austin, Texas, United States

Austin, Texas, United States

Austin, Texas Metropolitan Area

Grand Prairie, Texas, United States

300th Sustainment BrigadeRank: SpecialistMOS: Geospatial Engineer

Fort Leonard Wood, Missouri, United States

Graduated at the top of the class as the Distinguished Honor Graduate.

Fort Jackson, Sc

Grand Prairie, Texas, United States

300th Sustainment BrigadeRank: Specialist

New York, New York

Greater New York City Area

Greater New York City Area

New York City

-Outsourced Co-Chief Investment Officer with $30 billion in assets under management-Staffed across multiple clients including pensions, foundations, endowments and high net worth families-Worked with globally diverse, multi-asset class portfolios including cash, fixed income, equities, hedge funds and private equity / real assets-Analyzed the impact of client spend rates on portfolio asset allocation and recommended rebalancing transactions to keep the portfolio in line with the client’s investment policy statement-Ran Monte Carlo simulations to determine if a portfolio’s asset allocation and spending policy facilitated growth-Leveraged research data to perform look-through geographic and sector exposure analysis on client portfolios-Built and updated pro forma asset allocation models for client portfolios to analyze the long-term impact of a proposed investment plan on asset allocation, and geographic / sector exposure-Worked directly with a Managing Director on a prospective client pitchbook, asset allocation model and investment plan-Successfully on boarded the client and created customized financial reports-Created performance review and risk presentations for client meetings-Incorporated performance attribution data into scenario analysis to stress test portfolios in different market environments-Updated quarterly client books which included performance reports, balance sheets, and cash flow statements by entity-Conducted interviews with intern and full time analyst candidates-Led an intern training session on equity and alternative asset reporting in summer 2016

Fayetteville, Arkansas

-Led and conducted weekly drills in the subject of macroeconomics-Developed weekly lesson plans and assignments

New York City

-Reviewed in-season system generated forecast recommendations and determined which recommendations to accept/reject based on current business performance (e.g. markdown and inventory turn) and expected future business conditions (e.g. supply constraints and predicted weather anomalies)-Conducted a regional 3-D review across products to develop future region plans and flow recommendations-Developed implementation for new regional strategies (i.e. Warm-Weather initiatives and Limited Door analyses)-Made and presented recommendations for spring 2015 to Location Planning Manager, HR team, and Senior Vice President