Stewart McIver

Managing Director, Finance & Operations

Executive Management

Biography

Stewart is a member of Willow Street’s executive management team and serves on the Investment Committee of Willow Street Trust Company of Wyoming, LLC. Stewart also serves as a primary point of contact for client families, sits on investment committees for private family trust companies, and works with full trustee engagements with responsibility for investment oversight and delegation. He oversees Willow Street’s Accounting team, is an internal thought leader around international tax reporting matters for client families, and supports the firm’s robust compliance environment.

Stewart returned to the mountains and joined Willow Street from Deloitte Cayman Islands where he conducted audits for private equity and hedge fund clients; previously, he operated complex audits of publicly-traded investment managers and broker-dealers in Deloitte’s Denver office. Stewart holds a Chartered Financial Analyst® (CFA®) charter from the CFA Institute and is a licensed Certified Public Accountant (CPA). He earned his MS and BS in Accountancy from the University of Denver.

Stewart serves as the Board President and Finance/Investment Committee Chair of the Teton County Library Foundation & Friends, as well as on the Audit Committee for the Community Foundation of Jackson Hole. He, his wife, and son enjoy Jackson’s year-round natural beauty as they hike, camp, mountain bike, and ski.

Contact Information

Education

BS, University of Denver
MS, University of Denver

Designations

CFA®, CPA

Community Engagement

Teton County Library Foundation & Friends (Board Member, Finance/Investment Committee Chair)
Community Foundation of Jackson Hole (Audit Committee)

Our People

Filters

Betty Andrikopoulos

Executive Managing Director

Matt Bahr

Director, Client Services
Willy Bemiss

Willy Bemiss

Relationship Manager

Alex Burtnett

Manager, Client Integration & Operations

Nate Bybee

Managing Director, Financial & Internal Control

Betsy Cabradilla

Managing Director, Client Integration & Operations

Christine Cameron

Relationship Manager
Tyler Case

Tyler Case

Relationship Manager

Maggie Davis

Manager, Client Integration & Operations

Rob Fiamengo

Relationship Manager

Caedran Flynn

Associate Director, Client Strategy

Anthony Gulla

Manager, Accounting

Melanie Hall

Relationship Manager

Phillip Harrington, Jr.

Chairman & CEO

George Hein

Associate Director, Client Services

Gracie Helms

Relationship Manager

Morgan Hill

Associate Director, Client Services

Michael Hodges

Director, Client Services

Barbara Hoeft

Independent Director

Payson Houfek

Director, Client Services

Layne Hutcheson

Associate Director, Client Services

Lisa Jennings

Office Manager

Luette Keegan

Vice President, Operations

Gina Kyle

Associate Director, Client Services

Stewart McIver

Managing Director, Finance & Operations

Amanda Mohnk

Managing Director, Client Services

Kea Molnar

Managing Director, Client Strategy

Claire O'Connell

Associate Director, Client Strategy

Tricia Overdyke

Executive Managing Director & COO

Janet Palermo

Manager, Accounting

Erin Rosenberg

Relationship Manager

Laurent Roux

Independent Director

Audra Schultheis

Manager, Client Integration
Megan Smith

Megan Smith

Relationship Manager

Shannon Stec

Relationship Manager

Abby Steinmann

Relationship Manager

Kelsey Tobin

Associate, Client Integration & Operations

Becky VanDuyne

Manager, Accounting

Rachel VanDuyne

Business Intelligence Analyst
Abegail Vetter

Abegail Vetter

Associate, Client Integration & Operations

Katie Warren

Associate Director, Accounting

Emmy Watsabaugh

Associate, Client Strategy

Scott Weaver

General Counsel & Chief Fiduciary Officer