Malcolm Stewart
Associate Portfolio Manager
- Role
- Associate Portfolio Manager at Brown Advisory
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
About Malcolm Stewart
After spending 4 years in the asset management space as a Product Manager focusing on tech-enabled solutions and content creation, and earning an MBA from the Darden School of Business, I now work in portfolio management, helping clients to invest capital for long-term growth. Outside of my day job, I enjoy working with small businesses and families as a photographer and filmmaker for my own marketing and content creation company.
Experience
Associate Portfolio Manager
Aug 2024 — Present · Charlottesville, VA, US
Participates in portfolio management activities for a broad array of Individual, Family, Trust, and Balanced Institutional portfolios- Assist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Portfolio Analysts, Strategic Advisors, Account Administrators, and Messaging- Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients
Education
University of Virginia Frank Batten School of Leadership and Public Policy
Bachelor of Arts - BA
University of Virginia
Bachelor of Arts - BA, Leadership and Public Policy
2014 — 2018
University of Virginia Darden School of Business
Candidate for Master of Business Administration - MBA
Skills
- Imovie
- Customer Service
- Project Management
- Teamwork
- Leadership
- Public Speaking
- Nonprofits
- Non-Profit Leadership
- Event Planning
- Microsoft Powerpoint
- Community Outreach
- E-Mailers
- Social Media
- Microsoft Word
- Management
- Cinematography
- Volunteer Management
- Microsoft Office
- Powerpoint
- Microsoft Excel
- Research
- Fundraising
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