As a Relationship Manager, Payson serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. Working with clients of Willow Street Group, LLC, she is responsible for trust administration, financial reporting and analysis, and cash flow management. With a paralegal background, Payson has excellent project management skills, comprehension of organizational structure, and commitment to tight deadlines.
Payson brings a strong customer service and relationship management skillset to Willow Street, most recently as a Litigation Paralegal at The Spence Law Firm in Jackson, Wyoming. Payson earned her BA in American Studies from Trinity College in Connecticut, and is pursuing her certification as a Certified Trust and Fiduciary Advisor (CTFA).
A Princeton, New Jersey native, Payson has lived in Jackson full-time since 2015. When not at work, Payson can be found exploring the valley on skis, bike, foot, or horseback with her husband, Nicholas, and their two dogs, Greta and Sadie. She is active in our community as a board member of The Santa Claus Fund and a ski coach with the Jackson Hole Ski & Snowboard Club.
What’s Your Favorite Way to Spend a Fall Day in Jackson
In the fall, I love a lazy weekend morning with an extra cup of coffee and home-cooked breakfast while the temperatures warm up. My husband and I then take our dogs mountain biking in Cache Creek or at Grand Targhee and enjoy the spectacular fall colors. We end the day at our favorite restaurant in town, Trio, for some blue cheese waffle fries, their pork special of the day, and a Sparkle Pony cocktail. Finally, home for an episode of Chicago Fire and early to bed.
If you suddenly found yourself with two hours of free time, what would you do with it?
I would spring my nephews from school and take them on an adventure. Depending on the season, we’d throw rocks in the Snake River, go for a horseback ride in Bridger-Teton National Forest, or carve some turns on the town hill, Snow King. No matter the adventure, we would end with a trip to Häagen-Dazs on the Town Square.
As a Relationship Manager, Stewart serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. Working with clients of Willow Street Group, LLC, Stewart is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. With a background in financial services auditing, he has a deep understanding of clients’ special investments.
Stewart joined Willow Street from Deloitte, where he worked as a Senior Auditor on companies in the financial services sector. Most recently, he was based in the Cayman Islands and focused on private equity and hedge fund clients; earlier, he conducted complex audits of publicly-traded investment managers and broker-dealers in Deloitte’s Denver office.
Stewart is a licensed Certified Public Accountant (CPA) and earned his MS and BS in Accountancy from the University of Denver. He is currently pursuing Level 2 of the Chartered Financial Analyst (CFA) certification, as well as his certification as a Certified Trust and Fiduciary Advisor (CTFA). Outside of professional pursuits, Stewart and his wife take advantage of Jackson Hole’s natural beauty as they hike, camp, mountain bike, and ski.
What’s your favorite local insider tip to share with visitors?
Jackson Hole has so much to offer visitors—breathtaking geography, wildlife galore, world-renowned skiing, and a gateway to Grand Teton and Yellowstone National Parks. With all of the obvious daytime outdoor activities, people often forget what the area offers when the sun goes down. On clear nights, the valley offers an unmatched view of the night sky; there are some truly breathtaking stargazing opportunities from Moose-Wilson Road or the Elk Refuge.
What’s the favorite place you’ve traveled to and why?
My wife and I were fortunate enough to stop by Tokyo for a few days on the way back from our honeymoon in Bali. Tokyo was a spectacular city and I was fascinated to learn more about its rich history and culture of respect, experience its top-notch sushi, and marvel at the similarities and differences between life in the US. When some sense of normalcy returns to international travel, Japan is at the top of my list to revisit.
Please join us in welcoming Payson and Stewart.