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Andy Stewart, CFA, CAIA
Andy Caricature

Andrew Stewart, CFA, CAIA

Chief Investment Officer

Biography

My background is a little strange for someone in our industry. I studied engineering at Case Western Reserve University in Cleveland before marrying my high school sweetheart, Nicole, and moving to Boston so that she could go to grad school. I landed my first job running the technology department at a small high school, where I learned that I don’t like running technology departments, but that I do have a knack for disciplining teenagers.

After a few years, I decided to pursue my long-time passion for investing, and earned a Master of Science in Finance degree at Boston College in 2009a wonderful time to study the markets but an awful time to look for a job. I spent the next two years running my technology consulting firm and doing strategic work at another educational nonprofit before starting at John Hancock in their mutual fund division. Nicole and I managed to move back home to Michigan with our daughter just as she turned four years old, for the next step in my career doing hedge fund investing. In January 2017, I joined Exchange Capital Management to lead the investment team.

 

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 
  • Begrudgingly manage the technology consultants and tell my co-workers to restart their computers before bothering anyone else 
  • Write blog posts about whatever nerdy topics are on my mind 
  • Talk to clients when they want to get into the weeds of their portfolios

Education

  • Boston College
    MS - Finance
    2009
  • Case Western Reserve University
    BSE - Systems Engineering
    Minor - Economics
    2004

Professional Certifications

Read Andrew's Blogs
Read the West Wing's Blogs