Stuart Morrow, Cfa Email & Phone Number

Toronto, Ontario, Canada

Investment Counsellor with Mawer Investment Management; a privately owned, independent portfolio manager providing investment management to a broad range of individual and institutional investors. My team and I are focused on providing discretionary wealth management for high-net-worth individuals and their families. We work closely with clients to develop and design a personalized financial plan and portfolio that incorporates their unique circumstances and investment objectives. Once these strategies have been established, we build, manage and monitor clients’ investment portfolios, ultimately freeing them from the responsibility of making day-to-day investment decisions. I also contribute thought leadership articles on behalf of the firm for individual clients, family offices and institutional investors.

King, Ontario, Canada

Toronto, Ontario, Canada

Part-time instructor for Applied Investment Management I/II, which provides real-life learning in equity research, financial analysis, stock selection, and portfolio management through hands-on experience with a real-money portfolio. Students take on the role of analyst/portfolio manager and are introduced to principles and procedures for operating an investment fund.

School Of Accounting And Finance

The Accounting & Finance Advisory Council’s purpose is to provide the School of Accounting & Finance with a connection to the business community in a variety of ways to ensure that the school is guided by societal need. The Council’s role is to:1. Provide expert advice to the school and its programs related to matters of curriculum, program review, brand reputation, technology and trends in the sectors.2. Assist the program as an external liaison, acting as ambassadors in promoting the School to the broader community.3. Support the school in the recruitment of students and in the placement of students upon graduation. 4. Where appropriate provide advice on and participate in fundraising and the securing of resources. 5. By leveraging the unique strengths of academic and industry leaders, co-create mutually beneficial programs and initiatives to advance the accounting and finance sector. 6. Provide value to members through meaningful personal engagement initiatives.

Toronto, Ontario, Canada

Worked closely with Morgan Stanley's Global Investment Office (GIO) on portfolio construction, asset allocation and the formulation of long-term capital market assumptions for Canada. Was a frequent guest on BNN/Bloomberg, with several articles and interviews featured in the Globe & Mail, Financial Post and Wealth Professional. Interacted with Morgan Stanley Financial Advisors and their clients in support of the growth of the Morgan Stanley Wealth Management Canada business.Published investment strategy research/reports and key research initiatives, including expanding the investment management framework, and worked closely with Product Research team on building out the Canadian product shelf.

Greater Toronto Area, Canada

Ronald McDonald House Charities Toronto provides a "home away from home" for the families of seriously ill children undergoing treatment, keeping families close when they need each other the most.

Toronto, Canada Area

Led the RBC PH&N IC Investment Strategy team, supporting approx. 50% growth in AUM to C$45 billion over 2019-2022. Responsibilities included leading the overall development, execution, and communication of Investment Counsel strategic asset allocation models, and related tactical asset allocation recommendations. Provided frequent (weekly/monthly) written investment strategy/behavioural investing communication under the “Stu’s Views” and “Counsel Views” publications, in addition to podcasts and live direct-to-client monthly webcasts under the “Counsel Conversations” brand. Frequently presented to RBC PH&N IC high net worth clients across Canada, providing a practical approach to understanding the economy, markets and portfolio management. As a highly visible leader at National Office, I developed strong internal partnerships across RBC Wealth Management Canada under the ‘Move as One’ strategic initiative, working with RBC Dominion Securities, RBC Private Banking, RBC Global Asset Management and RBC Wealth Management USA. Chairperson for the RBC PH&N IC Investment Committee, including oversight of the entire investment platform which consisted of proprietary and sub-advisory relationships, and private market investment solutions. And, with my team, led the creation and execution of several RBC PH&N IC training/education modules for new and existing employees in order to build consistency in our approach to money management.

Toronto, Ontario, Canada

At TD Greystone Asset Management, I worked on all aspects of client management by providing subject matter expertise supporting all public equity strategies at TD Greystone. I worked closely with the Institutional Relationship teams to meet growth and retention goals by communicating the TD Greystone public equity philosophy, process and strategy to clients, and through the development of collateral marketing materials. I created a monthly newsletter, “Macro to Micro”, for business development personnel that focused on important macroeconomic issues and topics that directly impact TD Greystone’s public equity strategies.

Toronto, Canada Area

Lead U.S. equity portfolio manager responsible for stock selection, and asset mix across North American and Global strategies. Contributing member to the Cumberland Asset Mix Committee.

Toronto, Canada Area

Responsible for coverage across all sectors of the diversified U.S. equity funds at GAM, including lead coverage of the U.S. portion of ESG funds. Contributing member of the RBC GAM Investment Strategy Committee, and the RBC GAM Equity Advisory Committee.

Lead equity research coverage for Global Financials and Global Consumer Discretionary sectors. Managed a team of three global equity research analysts.

The Chang School

Part-time instructor for CFIN300, Managerial Finance I at the Chang School.

Toronto, Ontario, Canada

Institutional Equity research with primary coverage of Shoppers Drug Mart, Canadian Tire, MTY Food Group, Loblaws, Metro, Jean Coutu and several other consumer and retail companies.

Toronto, Ontario, Canada

Various roles in Head Office: Financial Management Development Program, RBC Mutual Funds, RBC Banking Finance, External Reporting, Global Banking, and Accounting.

Toronto, Ontario, Canada

Part-time personal banking representative while attending University full-time. Succeeded in winning several quarterly awards for exceeding investment and credit sales targets and for providing outstanding customer service.