Research

Jay Stewart, CFA

Senior Vice President, Senior Research Analyst (International Cyclicals)

Jay Stewart is responsible for leading the research effort for the international cyclicals sector. In this capacity, he conducts top-down and fundamental analysis on the international cyclicals sector and makes portfolio recommendations to the co-portfolio managers. He joined the firm in 2012 and has more than 15 years of industry experience. Previously, he worked for PNC Wealth Management and National City Bank. Jay holds a BBA in Finance and Marketing from the University of Kentucky and an MBA from the University of Chicago Booth School of Business, with concentrations in Accounting, Economics and International Business.