Stewart D. Koch
Senior Associate

Stewart is primarily focused on serving individual and institutional clients in the Nashville office. Prior to joining the firm, he worked for J.P. Morgan Asset Management in New York City for six years, where he was responsible for asset allocation monitoring and discretionary portfolio trading. In addition, Stewart developed long term financial plans for the firm’s high net worth client base in efforts to maximize generational wealth transfer. Before his time at J.P. Morgan, Stewart worked for Merrill Lynch in their Retirement Plan Services department where he completed his Series 7 and 66 trading licenses.

Stewart graduated from Furman University in Greenville, South Carolina, receiving a Bachelor of Arts in Business Administration with a concentration in Economics.