Sign in
AS

Andrew Stewart

Partner | Chief Investment Officer at Exchange Capital Management, Inc.

Huntington Woods, MI , United States

About

Andrew Stewart, CFA, CAIA, is a Partner and the Chief Investment Officer at Exchange Capital Management, Inc., based in Ann Arbor, Michigan. In this role, he leads the firm's investment team, oversees portfolio management and trading, and chairs the Investment Committee. His responsibilities include developing investment models, conducting due diligence on external managers, and ensuring consistent execution of investment strategies for high-net-worth individuals and families, primarily in southeastern Michigan.

With over a decade of investment experience, Stewart joined Exchange Capital Management in 2017 as Senior Portfolio Manager and became Chief Investment Officer in 2020. His expertise covers multiple asset classes, including equities, fixed income, municipal bonds, and alternatives, with a focus on portfolio construction, risk management, and thematic investing. Stewart has also contributed to industry discussions on sector reclassification, diversification, and the evolving landscape of fixed income and ETFs.

Stewart holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, a Master of Science in Finance from Boston College, and a Bachelor of Science in Engineering from Case Western Reserve University. His career began in the technology sector before moving into finance, with experience in mutual funds, hedge fund due diligence, and investment management.

Career History

OrganizationRoleDate RangeDetails
Exchange Capital Management, Inc.Partner | Chief Investment OfficerJan 2020 to Present
John Hancock InvestmentsStrategic Planning AnalystJan 2013 to Jan 2014
Codman Academy Charter Public SchoolDirector of Special ProjectsJan 2008 to Jan 2008
Exchange Capital Management, Inc.Senior Portfolio ManagerJan 2017 to Jan 2020
Nantucket Multi Managers, LLCManaging DirectorJan 2014 to Jan 2016
John Hancock InvestmentsSenior Mutual Fund Product AnalystJan 2011 to Jan 2013
Tutors for AllDirector of Finance and OperationsJan 2010 to Jan 2011
Stewart Technology ServicesOwnerJan 2008 to Jan 2011
Harvard UniversityTeaching AssistantJan 2009 to Jan 2010
Boston CollegeGraduate Admissions FellowJan 2008 to Jan 2009

Education

G2 Leadership Institute (The Ensemble Practice)

Class of 2019

2018 2019

Boston College Carroll School of Management

MS

2008 2009

Case Western Reserve University

BSE

1999 2004

Berkley High School

Others at Exchange Capital Management, Inc. (3)

NameRoleLocation
Joseph Crowley
Joseph Crowley
PartnerAnn Arbor, MI , United States
Michael Reid
Michael Reid
Founding Partner and Financial AdvisorAnn Arbor, MI , United States
M
Mike Reid
PartnerDetroit, MI , United States