Vp, Portfolio Management | Head Of Trading
Current
Jan 2018 - Present
AeroLeads people directory · profile
Alex Stewart, Cfa Email & Phone Number
VP, Portfolio Management | Head of Trading
at
GeoWealth
1 work email found
@geowealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
VP, Portfolio Management | Head of Trading
Location
Greater Chicago Area, United States
Company size
Who is Alex Stewart, Cfa? Overview
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Quick answer
Alex Stewart, Cfa is listed as VP, Portfolio Management | Head of Trading at GeoWealth, a with 54 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at geowealth.com and a matched LinkedIn profile for Alex Stewart, Cfa.
Alex Stewart, Cfa previously worked as Portfolio Specialist at Geowealth and Associate Configuration Consultant at Envestnet, Inc. Alex Stewart, Cfa holds Bachelor Of Science In Business Administration, Economics from University Of Nebraska-Lincoln.
Company email context
Email format at GeoWealth
This section adds company-level context without repeating Alex Stewart, Cfa's masked contact details.
*@geowealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Alex Stewart, Cfa. Compare company email patterns before reaching out.
Profile bio
About Alex Stewart, Cfa
Alex Stewart, Cfa is a VP, Portfolio Management | Head of Trading at GeoWealth. He possess expertise in leadership, microsoft excel, analysis, mutual funds, strategic planning and 15 more skills.
Listed skills include Leadership, Microsoft Excel, Analysis, Mutual Funds, and 16 others.
Current workplace
Alex Stewart, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Geowealth
8 roles
Alex Stewart, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Specialist
Associate Configuration Consultant
Mar 2014 - Dec 2014
Client Services Representative
>Liaison between Financial Advisors, Internal Operations Staff, Custodians, and Regional Consultants >Developed relationships with clients and partners>Troubleshot operational, trading, and technical issues
Nov 2012 - Mar 2014
Operations Specialist
>Worked with custodians, money managers and client services to open, fund, and prepare new accounts>Compared investment products to move positions from one account to another in a tax efficient manner>Trained new team members on processes and procedures
Apr 2011 - Nov 2012
Registered Representative
Ameritas Financial Center
>Certified on Series 6, Series 63, and Life, Accident and Health Insurance in Nebraska>Created and presented suitable, comprehensive financial plans for clients>Prospected clients
Jan 2010 - Dec 2010
Law Firm Runner
Knudsen, Burkheimer, Richardson, & Endacott, Llc
>Executed tasks by requests including office organization, greeting guests and taking calls>Entrusted to deliver and pick up legal documents from city, county, state and federal offices
Jan 2009 - Apr 2010
Recruitment Chairman
>Employed by Beta to head the summer 2008 recruitment for the Alpha Tau chapter>Recruited a pledge class of 27 accomplished men through multiple interviews and meetings>Scheduled and planned over 10 recruitment events including, open house BBQ’s, Alumni Day and Parents Day>Collaborated with two assistant recruitment chairs
Jan 2008 - Jan 2009
Team & coworkers
Colleagues at GeoWealth
Other employees you can reach at geowealth.com. View company contacts for 54 employees →
BC
Brook Campbell
Colleague at GeowealthColumbia, Missouri, United States
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JK
Jason Kidwell
Colleague at GeowealthChicago, Illinois, United States
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TA
Tim Arnold
Colleague at GeowealthGrayslake, Illinois, United States
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VI
Volodya Ilchev
Colleague at GeowealthSofia, Sofia City, Bulgaria
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NS
Nikolay Stamatov
Colleague at GeowealthBulgaria
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SP
Simona Petrova
Colleague at GeowealthSofia, Sofia City, Bulgaria
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EL
Evan Lieberman
Colleague at GeowealthGreater Chicago Area, United States
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SM
Scott Mackillop
Colleague at GeowealthDenver, Colorado, United States
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NH
Nikolay Hristov
Colleague at GeowealthSofia, Sofia City, Bulgaria
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HF
Hunter Fussell
Colleague at GeowealthDenver, Colorado, United States
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Brook Campbell
Colleague at GeowealthColumbia, Missouri, United States
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JK
Jason Kidwell
Colleague at GeowealthChicago, Illinois, United States
View →
TA
Tim Arnold
Colleague at GeowealthGrayslake, Illinois, United States
View →
VI
Volodya Ilchev
Colleague at GeowealthSofia, Sofia City, Bulgaria
View →
NS
Nikolay Stamatov
Colleague at GeowealthBulgaria
View →
SP
Simona Petrova
Colleague at GeowealthSofia, Sofia City, Bulgaria
View →
EL
Evan Lieberman
Colleague at GeowealthGreater Chicago Area, United States
View →
SM
Scott Mackillop
Colleague at GeowealthDenver, Colorado, United States
View →
NH
Nikolay Hristov
Colleague at GeowealthSofia, Sofia City, Bulgaria
View →
HF
Hunter Fussell
Colleague at GeowealthDenver, Colorado, United States
View →
1 education record
Alex Stewart, Cfa education
FAQ
Frequently asked questions about Alex Stewart, Cfa
Quick answers generated from the profile data available on this page.
What company does Alex Stewart, Cfa work for?
Alex Stewart, Cfa works for GeoWealth.
What is Alex Stewart, Cfa's role at GeoWealth?
Alex Stewart, Cfa is listed as VP, Portfolio Management | Head of Trading at GeoWealth.
What is Alex Stewart, Cfa's email address?
AeroLeads has found 1 work email signal at @geowealth.com for Alex Stewart, Cfa at GeoWealth.
Where is Alex Stewart, Cfa based?
Alex Stewart, Cfa is based in Greater Chicago Area, United States while working with GeoWealth.
What companies has Alex Stewart, Cfa worked for?
Alex Stewart, Cfa has worked for Geowealth, Envestnet, Inc, Ameritas Financial Center, Knudsen, Burkheimer, Richardson, & Endacott, Llc, and Beta Theta Pi, Alpha Tau Chapter.
Who are Alex Stewart, Cfa's colleagues at GeoWealth?
Alex Stewart, Cfa's colleagues at GeoWealth include Brook Campbell, Jason Kidwell, Tim Arnold, Volodya Ilchev, and Nikolay Stamatov.
How can I contact Alex Stewart, Cfa?
You can use AeroLeads to view verified contact signals for Alex Stewart, Cfa at GeoWealth, including work email, phone, and LinkedIn data when available.
What schools did Alex Stewart, Cfa attend?
Alex Stewart, Cfa holds Bachelor Of Science In Business Administration, Economics from University Of Nebraska-Lincoln.
What skills is Alex Stewart, Cfa known for?
Alex Stewart, Cfa is listed with skills including Leadership, Microsoft Excel, Analysis, Mutual Funds, Strategic Planning, Teamwork, Powerpoint, and Time Management.
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