Hello there! I’m Stuart, the Founder and a Principal Owner of Pacific Northwest Asset Management, LLC. I have over 30 years of direct and indirect financial industry experience, and I’m a member of the CFA Institute and the CFA Society Seattle, although I’m not a CFA charterholder like Michael. Besides the last 9 years at PNW Asset Management, my career experience includes over a decade and a half of institutional fixed income sales at First Tennessee Bank, Capital Markets Division and at Countrywide Capital Markets, now part of Bank of America Merrill Lynch.; investment adviser representative at FSG Investment Management, LLC (now Telarray Advisors), a registered investment adviser; financial planning software engineering, sales, and support; Investor Relations at FedEx; and mortgage loan origination and servicing software sales. I’m an investment adviser representative who has passed the Series 65 Uniform Investment Adviser Law Exam and who previously also passed the Series 24, 7, 52, and 63 securities exams.

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I’m also the author of The Best Kept Secret on Wall Street (available on Amazon). My education includes a Masters of Business Administration (MBA) from Vanderbilt University and an undergraduate degree from the University of Virginia. I serve on the board of First Sound Bank, a locally-owned independent community bank in Seattle providing commercial and private banking services throughout the Puget Sound market. For 5 years, I also served as a board member of the Downtown Memphis (TN) Commission and was the Board Treasurer and Board Secretary. I’m a Board member and Board Secretary of the McGehee Family Foundation. I’m also former Ops Chief of the Boeing Seafair Air Show, a volunteer position featuring the U.S. Navy Blue Angels.

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As a committed conservationist, I’m proud to say I have, over the past two decades, donated conservation easements on over 1,300 acres of prime recreational land to Wetlands America Trust, one of the nation’s largest accredited land trusts holding conservation easements on more than 400,000 acres. As a result, these 1,300 acres can never be developed and must remain in their natural state. That’s kind of cool, right? I was also a member of the 2010-2011 Ducks Unlimited, Inc. President’s Council.

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For fun, I really like to get outdoors and enjoy the Pacific Northwest! You’ll find me hiking, boating, swimming. or paragliding on the weekends. My daughter, Becca, and I love to go snorkeling (in wetsuits, of course) in Puget Sound waters and in area lakes (Lake Crescent rocks!). We recently floated a portion of the Quillayute River in our wetsuits! My wife HATES cold water, so she stays on the shore or on the boat.  I'm also a powered paraglider pilot.  Let me know if you want to see some of my GoPro videos!