Alex Stewart
VP, Portfolio Management | Head of Trading at Geowealth Management, LLC
About
Alex Stewart is Vice President of Portfolio Management and Head of Trading at GeoWealth, based in Chicago. In this capacity, he is responsible for overseeing daily trading operations, managing model portfolio updates, and working closely with the Investment Committee on due diligence and review of the firm's investment offerings. His role involves deep engagement with multi-asset portfolios, including equities, fixed income, and model-driven investment platforms tailored for institutional and advisory clients.
Stewart specializes in the implementation and supervision of model-based strategies, focusing on streamlined solutions for financial advisors and institutional investors. His expertise covers portfolio management tools, performance analytics, and trading infrastructure, ensuring optimal execution and risk management across a diverse set of asset classes commonly employed in managed accounts.
Prior to joining GeoWealth, Stewart was an Associate Configuration Consultant at Envestnet, where he gained experience with investment technology and advisor solutions. He holds a Bachelor of Science in Business Administration in Economics from the University of Nebraska-Lincoln. Stewart is recognized for his contributions to the effective scaling and management of investment platforms within the wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| GeoWealth | VP, Portfolio Management | Head of Trading | Jan 2018 to Present | — |
| GeoWealth | Portfolio Specialist | Dec 2014 to Present | — |
| Envestnet, Inc | Associate Configuration Consultant | Mar 2014 to Dec 2014 | — |
| Envestnet, Inc | Client Services Representative | Nov 2012 to Mar 2014 | >Liaison between Financial Advisors, Internal Operations Staff, Custodians, and Regional Consultants >Developed relationships with clients and partners >Troubleshot operational, trading, and technical... |
| Envestnet, Inc | Operations Specialist | Apr 2011 to Nov 2012 | >Worked with custodians, money managers and client services to open, fund, and prepare new accounts >Compared investment products to move positions from one account to another in a tax efficient manne... |
| Ameritas Financial Center | Registered Representative | Jan 2010 to Dec 2010 | >Certified on Series 6, Series 63, and Life, Accident and Health Insurance in Nebraska >Created and presented suitable, comprehensive financial plans for clients >Prospected clients |
| Knudsen, Burkheimer, Richardson, & Endacott, LLC | Law Firm Runner | Jan 2009 to Apr 2010 | >Executed tasks by requests including office organization, greeting guests and taking calls >Entrusted to deliver and pick up legal documents from city, county, state and federal offices |
| Beta Theta Pi, Alpha Tau Chapter | Recruitment Chairman | Jan 2008 to Jan 2009 | >Employed by Beta to head the summer 2008 recruitment for the Alpha Tau chapter >Recruited a pledge class of 27 accomplished men through multiple interviews and meetings >Scheduled and planned over 10... |
Education
University of Nebraska-Lincoln
Bachelor of Science in Business Administration, Economics
2006 — 2010
Skills & Expertise
Others at Geowealth Management, LLC (9)
| Name | Role | Location |
|---|---|---|
 | VP, Senior Trading Specialist | Chicago, IL , United States |
 | Chief Investment Officer | Stamford, CT , United States |
 | Client Portfolio Manager | Chicago, IL , United States |
R Rob Gee | VP, Portfolio Manager | San Francisco, CA , United States |
 | Trading Specialist | Chicago, IL , United States |
 | Trading Analyst | Chicago, IL , United States |
 | Client Portfolio Manager, Investment Solutions | Chicago, IL , United States |
 | Senior Trading Specialist | Chicago, IL , United States |
S Sam Smith | Portfolio Manager | Denver, CO , United States |