Zackary Stewart

Zackary Stewart is a finance professional with extensive experience in relationship management and investment analysis. Currently serving as a Relationship Manager at Congress Wealth Management, LLC since May 2021, Zackary oversees high net-worth client relationships, collaborates with private equity and venture capital firms, and has improved internal workflows. Previously, Zackary worked as an Operational Specialist at Pinnacle Advisory Group and as an Investment Analyst at the Student Managed Investment Fund at George Mason University, where management of a $250,000 portfolio and market research were key responsibilities. Early in the career, Zackary had roles as a Financial Representative at Northwestern Mutual and as a Financial Services Intern at Foresters Financial Services, where skills in financial planning and client engagement were developed. Zackary’s career began as an Assistant Project Manager at Brexton Construction, showcasing leadership and project management capabilities. Zackary holds a Bachelor of Science in Finance from George Mason University.