Willow Street is pleased to share that Nate Bybee and Stewart McIver have been promoted to Director.

As Director, Financial & Internal Control, Nate (left) oversees Willow Street’s internal financial operations and reporting for all underlying entities. He also manages the firm’s internal control functions, including delegations of authority and segregation of duties within the company’s information technology infrastructure. Most recently, Nate led the firm’s selection and implementation of a leading accounting platform.

As Director, Client Financial Strategy & Reporting, Stewart (right) oversees the Accounting team and ensures accurate accounting and reporting for Willow Street client families. He serves as an internal thought leader around international and tax reporting matters for our clients. Stewart also continues to serve as a primary point of contact for client families, working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads.

“As Willow Street increasingly manages clients with complex, cross-border structures, our Accounting team is a foundational part of our ability to provide accurate compliance and reporting. Under Nate and Stewart’s leadership, we look forward to continue growing this core competency.”
—Tricia Overdyke, Senior Managing Director & COO of Willow Street

Please join us in congratulating Nate and Stewart.