--- title: Andrew Stewart, CFA, CAIA | Exchange Capital Management description: Our Financial Management team includes passionate & ethical registered Investment Advisors, Portfolio Managers & a friendly staff located in Ann Arbor. --- [![ECM_Hi_Res_Logo](https://www.exchangecapital.com/hubfs/Logo/ECM_Hi_Res_Logo.bmp "ECM_Hi_Res_Logo")](https://www.exchangecapital.com?hsLang=en-us) [(734) 761-6500](tel:7347616500) [![Login](https://no-cache.hubspot.com/cta/default/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2) [![WealthyStreet Academy](https://no-cache.hubspot.com/cta/default/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93) ** ** ** [![Exchange Capital Management](https://www.exchangecapital.com/hubfs/Logo/ECM_Hi_Res_Logo.bmp "Exchange Capital Management")](https://www.exchangecapital.com/?hsLang=en-us) [(734) 761-6500](tel:7347616500) [![Login](https://no-cache.hubspot.com/cta/default/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2) [![WealthyStreet Academy](https://no-cache.hubspot.com/cta/default/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93) ** ** ** Search **Menu** ** ** [(734) 761-6500](tel:7347616500) [![Login](https://no-cache.hubspot.com/cta/default/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2) [![WealthyStreet Academy](https://no-cache.hubspot.com/cta/default/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93) ![Team Page Background](https://www.exchangecapital.com/hs-fs/hubfs/Website%20Redesign%202020/Team%20Page%20Background.png?width=1920&name=Team%20Page%20Background.png "Team Page Background") ![Andy Headshot Beard darker 2024](https://www.exchangecapital.com/hs-fs/hubfs/Andy%20Headshot%20Beard%20darker%202024.jpg?width=1440&height=1440&name=Andy%20Headshot%20Beard%20darker%202024.jpg) # Andrew Stewart, CFA, CAIA Partner | Chief Investment Officer [![New call-to-action](https://no-cache.hubspot.com/cta/default/2173418/bb3eac14-94da-4b3a-af39-bbe933fbcc45.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/bb3eac14-94da-4b3a-af39-bbe933fbcc45) ## Biography I have an atypical resume for a Chief Investment Officer. I studied engineering at Case Western Reserve University in Cleveland, and started a technology career in the educational non-profit sector in Boston. Within a few years, I decided to turn my personal passion for investing into a profession and attended Boston College to earn a Master of Science in Finance. My career in finance started in the mutual fund industry, and then pivoted to hedge fund due diligence and investing. During that time, I also earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. In 2017, I joined Exchange Capital Management as a Senior Portfolio Manager, later becoming our Chief Investment Officer. ## Responsibilities - Investment Committee Chair - Source new investment ideas  - Lead decision making process for sub-asset class allocations  - Manage the trading and portfolio management team, also known as the West Wing - Get into the weeds of portfolios with clients when they ask me to - Begrudgingly manage the technology consultants and tell my co-workers to restart their computers before bothering anyone else  ## Education - Boston College MS - Finance 2009 - Case Western Reserve University BSE - Systems Engineering Minor - Economics 2004 ## Professional Certifications - [Chartered Financial Analyst](https://www.cfainstitute.org/community/membership/directory/pages/results.aspx?uid=816928) [(CFA) charterholder](https://www.cfainstitute.org/community/membership/directory/pages/results.aspx?uid=816928) [2015](https://www.cfainstitute.org/community/membership/directory/pages/results.aspx?uid=816928) - [Chartered Alternative Investment Analyst](https://caia.org/programs/the-caia-charter) [(CAIA) charterholder ](https://caia.org/programs/the-caia-charter) [2015](https://caia.org/programs/the-caia-charter) [![Read Andrew's Blogs](https://no-cache.hubspot.com/cta/default/2173418/9feb5d59-8cfd-4ce9-8cba-d9c7ca21732e.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/9feb5d59-8cfd-4ce9-8cba-d9c7ca21732e) [![Read the West Wing's Blogs](https://no-cache.hubspot.com/cta/default/2173418/8d335599-40b1-4f20-9a92-1d8228a40877.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/8d335599-40b1-4f20-9a92-1d8228a40877) [← Back to Team page](https://www.exchangecapital.com/team-preview?hsLang=en-us) ## Andy's Recent Blogs people peolpe peolpe ** ##### Market Knowledge ###### Read the Blog Gather insight from some of the industry's top thought leaders on Exchange Capital's team.  ** ##### More Guidance ###### [Explore Free Resources ](https://www.exchangecapital.com/resources?hs_preview=JvUytiCL-6242156730&hsLang=en-us) [Get access to educational eBooks, infographics, cheat sheets, and so much more!](https://www.exchangecapital.com/resources?hs_preview=JvUytiCL-6242156730&hsLang=en-us) ** ##### What's the Buzz ###### Check out the Newsroom  Discover what Exchange Capital Management is saying in print and broadcast media. ### Exchange Capital Management, Inc. 110 Miller Ave. First Floor Ann Arbor, MI 48104 [(734) 761-6500](tel:%20734-761-6500) [info@exchangecapital.com](mailto:%20info@exchangecapital.com) ### Contact Us Copyright © 2024 Exchange Capital Management, Inc. 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