Whitney Stewart, CFA^®

Background

Whitney Stewart, CFA^®, Executive Director, joined SCM in 2018 and has industry experience since 2005. Whitney is a Client Portfolio Manager, focusing on SCM's Equity franchise. Prior to joining SCM, he was a portfolio specialist supporting the sales effort with the various affiliates within AMG Funds. Before his time at AMG, he was a research analyst and investment counselor with Fisher Investments. Whitney received his B.A. in Economics from University of North Carolina at Chapel Hill. He holds the Chartered Financial Analyst^® designation.

Area of Focus

• Equity Opportunities
• Relative Value

Previous Experience

• AMG Funds
• Fisher Investments

Education

• B.A. in Economics from the University of North Carolina at Chapel Hill 

Affiliations & Professional Licenses

• CFA Institute