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Andy Stewart, CFA, CAIA
Andy Caricature

Andrew Stewart, CFA, CAIA

Partner | Chief Investment Officer

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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.

I am proud to be a new Partner at the firm. This is a great group of human beings to work with and they seem to appreciate my nerdy sense of humor (or at least tolerate it).

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
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Read the West Wing's Blogs