Sean Stewart, CFA
Senior Analyst[email protected]
Office: (805) 965-5510
Sean Stewart, Senior Analyst, began his career in Hall Capital's New York City portfolio management group, managing investment portfolios for high net-worth families and institutions across various strategies including fixed income, equities, hedge funds, private equity, and real assets. Subsequently recruited to Advent Capital to work with institutional investors in their long-only convertible strategies, Sean advised on performance drivers for Advent's strategies including benchmarking, portfolio positioning and projected outlook. He also built quantitative tools to help portfolio managers analyze client portfolios and conducted research that aided the company's marketing efforts. During his time at Advent, Sean became Product Manager for Advent's domestic long-only convertible strategies. Sean also spent a year training with the US Army, where he created geospatial intelligence products. Sean finished Geospatial Engineering School at the top of his class as the Distinguished Honor Graduate and continues to serve in the Army Reserve for the foreseeable future. Mr. Stewart received his undergraduate degree in Finance from the University of Arkansas, and he is a CFA Charterholder.