Stewart McIver CPA

Relationship Manager

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.

Sign Up for our Newsletter

Sign Up for our Newsletter