We are pleased to share that Stewart McIver recently passed the Chartered Financial Analyst (CFA®) Level II exam, which covered ethical and professional standards, investment tools, asset classes, and portfolio management and wealth planning. As Director, Client Financial Strategy & Operations, Stewart oversees the Accounting team and ensures accurate accounting and reporting for our client families. He is an internal thought leader around international and tax reporting matters for Willow Street clients.

Please join us in congratulating Stewart on this achievement.