Stewart is primarily focused on serving individual and institutional clients in the Nashville office. Prior to joining Diversified Trust, Stewart worked for J.P. Morgan Asset Management in their New York office. There he was responsible for asset allocation monitoring and discretionary portfolio trading. In addition, he developed long-term financial plans for high net worth client base 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 received a Bachelor of Arts in Business Administration from Furman University. He currently serves as the Furman University Alumni President for the city of Nashville and is actively involved in the Crescendo Club of the Nashville Symphony.