B. Todd Stewart, CFA®
Managing Director, Investment Research
Todd Stewart serves as SageView's Managing Director of Investment Research and chairs the national Investment Committee. He is charged with managing all aspects of the investment manager due diligence process. In doing so, he coordinates the efforts of the Qualitative Research Committee, which maintains and develops the internal list of approved managers as well as the firm's qualitative watch list. He also manages the Asset Allocation Committee, which is responsible for developing and maintaining portfolio allocation procedures that are used in managing the firm's private wealth portfolios and custom target date mandates. Todd also serves as an investment consultant for a select number of institutional clients.
Todd graduated from the University of Tennessee with a Bachelor’s Degree in Business Administration, Finance, with a collateral in Economics. Todd holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the East Tennessee CFA Society.