Willow Street is pleased to announce that Stewart McIver has earned the Chartered Financial Analyst® (CFA®) charter from the CFA Institute. Stewart is also a CPA licensed in Wyoming.

As Managing Director, Finance & Operations, 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. He also leads the Willow Street accounting team and is an internal thought leader around international tax reporting matters for Willow Street clients.

“This designation is one of the most rigorous and comprehensive credentials for financial professionals. Stewart’s successful completion of all three levels of the CFA program is an outstanding accomplishment and demonstrates our commitment to bringing deep expertise to Willow Street’s client families. Stewart exhibits his technical expertise, discipline, and integrity daily through thought leadership with our internal team, client families, and advisors.”
—Tricia Overdyke, Executive Managing Director & COO

Please join us in congratulating Stewart on this achievement.