Our Team

Bill Stewart and Tom Valenzuela have decades of hands-on investment experience, particularly in the concentrated growth philosophy we specialize in. When we started SAM, we wanted to compliment that experience with fresh ideas and creative thinking. Steve Powers was our first new analyst hire almost seven years ago and we’ve added three others since. Each one was fresh out of school, fascinated by the investment process, willing to work hard and open to learning the Stewart philosophy of investing. We have been delighted by how well its working out. 

Investment Team

William P. Stewart
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Thomas M. Valenzuela
-CIO
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Steven E. Powers
– Portfolio Manager/ Senior Analyst, CFA
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Sam Colleran
– Analyst
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Business Team

Michael Kulla
– Director of Portfolio Operations
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Gloria Schreck
– Client Service Specialist
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