TEAM
Every single member of our team is dedicated to researching and investing in the same way that our investment philosophy’s exceptional historic returns were earned.
The team is led by Chief Investment Officer Tom Valenzuela, who was formerly Chief Investment Officer at W.P. Stewart & Co. The team also includes Steve Powers, CFA, who is a Senior Portfolio Manager and Analyst and is an original founding member of Stewart Asset Management in 2014. Sam Colleran, Portfolio Manager and Analyst, joined the team over five years ago. Bill Stewart, who founded W.P. Stewart & Co. in 1974, attends investment meetings and provides valuable experience and advice to the firm. Rounding out the team is Carl Short who joined Stewart as an analyst this past year.
New York, NY 10020-2003
(212) 269-7801
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