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.