Jon Stuart

Jon Stuart, CFA, CFP®, is a Senior Wealth Advisor at Schwab Wealth Advisory, Inc., where they have worked since 2021. Previously, Jon held several leadership roles at Windhaven Investment Management, including Senior Managing Director and Managing Director, and served as Lead Advisor at Northwestern Mutual from 2019 to 2021. Their early career includes experience as an Equity Research Analyst at UBS from 2005 to 2008. Jon earned a Master of Business Administration from The Tuck School of Business at Dartmouth between 2003 and 2005.