Partner, Investment Officer
“It’s all about the relationships” – is often quoted in Stuart’s office when asked what he enjoys most about his work. Stuart began his career in the financial services industry over two decades ago and has a passion for helping his clients make good and consistent investment decisions.
Stuart began his career as an advisor with Smith Barney and eagerly jumped at the opportunity to co-found Berkeley in 2009. The independent culture has allowed Stuart to focus on the part of the business he does best – educating clients about the financial markets and how it fits into their personal situations.
Born and raised in the United Kingdom, Stuart made his way to the United States after school. Married with 3 beautiful daughters, he lists traveling with his family, tennis and golf as some of his favorite pastimes.