Stewart McIver CPA
Stewart serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. Working with clients of Willow Street Group, LLC, Stewart is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. With a background in financial services auditing, he has a deep understanding of clients’ special investments.
Stewart joined Willow Street from Deloitte, where he worked as a Senior Auditor on companies in the financial services sector. Most recently, he was based in the Cayman Islands and focused on private equity and hedge fund clients; earlier, he conducted complex audits of publicly-traded investment managers and broker-dealers in Deloitte’s Denver office. Stewart is a licensed Certified Public Accountant (CPA) and earned his MS and BS in Accountancy from the University of Denver. He is currently pursuing Level 2 of the Chartered Financial Analyst (CFA) certification, as well as his certification as a Certified Trust and Fiduciary Advisor (CTFA).
Outside of professional pursuits, Stewart and his wife take advantage of Jackson Hole’s natural beauty as they hike, camp, mountain bike, and ski.