Jay Stewart, CFA has a diversified work experience in the financial industry. Jay started their career with National City Bank in 2005 as a Retail Development Program Associate and later became a Branch Office Manager. In 2008, they transitioned to National City Private Client Group as a Senior Portfolio Associate. In 2009, they joined PNC Wealth Management as an AVP - Investment Advisor. Their most recent role was at Calamos Investments, where they served as a Senior Equity Research Analyst and later moved on to become the SVP, Sr Research Analyst - Global Cyclicals in 2019.
Jay Stewart, CFA holds a Bachelor of Business Administration degree in Finance and Marketing from the University of Kentucky earned in 2005. Jay later completed a Master of Business Administration (MBA) degree with a focus on Accounting, Economics, International Business, and Entrepreneurship from The University of Chicago Booth School of Business in 2013. Jay also obtained their CFA Charterholder certification.
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