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

Russell Aaron

Associate Director, Information Technology

Lyndsey Anderson

Associate, Client Operations

Betty Andrikopoulos

Executive Managing Director

Zachary Antonas

Associate Director, Financial & Internal Control

Matt Bahr

Director, Client Services

Mitchell Bardet

Relationship Manager

Jakob Beach

Associate, Information Technology

Willy Bemiss

Relationship Manager

Kelsey Brehm

Accounting Manager

John Buoymaster

Board Director

Alex Burtnett

Manager, Client Integration

Nate Bybee

Managing Director, Financial & Internal Control

Betsy Cabradilla

Managing Director, Client Integration

Christine Cameron

Relationship Manager

Sue Combs

Deputy General Counsel

Loomy Danso

Chief Compliance Officer, Willow Street Trust Company

Maggie Davis

Manager, Client Operations

Wesley Earp

Associate Director, Client Services

Rob Fiamengo

Relationship Manager

Caedran Flynn

Associate Director, Client Strategy

John Morgan Gates

Accounting Manager

Anthony Gulla

Accounting Manager

Kathryn Hall

Board Director

Melanie Hall

Associate Director, Client Services

Phillip Harrington, Jr.

Chairman & CEO

George Hein

Director, Client Services

Gracie Helms

Relationship Manager

Autumn Henderson

Associate, Financial & Internal Control

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

Jack Kennedy

Accounting Manager

Charles Kurz

Board Director, Nevada Interim President

Gina Kyle

Associate Director, Client Services

Joseph Lachance

Associate, Client Services

Kelly Maregni

Independent Director

Graham Mauck

Associate, Client Operations

Stewart McIver

Managing Director, Finance & Operations

Martin Menton

Director, Client Services

Ryan Mills

Director, Client Services

Amanda Mohnk

Managing Director, Client Services & Operations

Kea Molnar

Managing Director, Growth & Business Strategy

Claire O'Connell

Associate Director, Client Strategy

Tricia Overdyke

Executive Managing Director & COO

Janet Palermo

Accounting Manager

Zach Pearson

Relationship Manager

Marie Pitts

Manager, Client Strategy

Rebecca Renzas

Board Director

Quinn Rooker

Relationship Manager

Erin Rosenberg

Relationship Manager

Laurent Roux

Independent Director

Audra Schultheis

Associate Director, Client Integration
Megan Smith

Megan Smith

Relationship Manager

Anwen Starich

Associate, Client Operations

Shannon Stec

Associate Director, Client Services

Abby Steinmann

Relationship Manager

Kelsey Tobin

Associate, Client Integration

Elizabeth Tucker

Manager, Human Resources & Internal Operations

Becky VanDuyne

Accounting Manager

Rachel VanDuyne

Business Intelligence Analyst
Abegail Vetter

Abegail Vetter

Associate, Client Integration

Melissa Wall

Director, Client Operations

Katie Warren

Director, Accounting & Finance

Emmy Watsabaugh

Manager, Client Strategy

Scott Weaver

General Counsel & Chief Fiduciary Officer