Brad Stewart, CFA, is an accomplished finance professional with extensive experience in wealth management and equity research. Currently serving as Associate VP and Associate Director of Wealth Management Research at D.A. Davidson Companies since March 2020, Brad has also held roles as Portfolio Manager and Senior Equity Research Analyst. Prior experience includes a tenure as Senior Equity Analyst at Baird from October 2015 to January 2020 and as Equity Analyst at Principal Financial Group from February 2005 to October 2015, focusing on the Technology, Industrial, and Material sectors. Brad's career began as an Investment Analyst - Quantitative at D.A. Davidson & Co., where responsibilities included strategic and tactical portfolio management for high net worth clients. Educational background includes attendance at Mercer Island High School and the University of Portland.
Sign up to view 0 direct reports
Get started