Stuart serves as Chief Sales & Marketing Manager, bringing over 25 years’ experience to his role leading RiverFront’s business development efforts. In addition, he serves on the firm’s Leadership Team.
Prior to joining RiverFront, Stuart was the Founder and Managing Principal of Advisor PT, an industry-leading Performance Coaching and Consulting Firm. Before founding Advisor PT, Stuart spent the majority of his career at Wachovia Securities and its predecessor firms, lastly serving as National Sales Manager for Wachovia Securities Financial Network, the independent arm of Wachovia Securities. He also spent time in the asset management and retail brokerage areas of the firm, while serving as part of the Senior Leadership Group.
Stuart earned a BA in Economics and English from Emory & Henry College. In addition, he is a graduate of the Securities Industry Institute at University of Pennsylvania’s Wharton School of Business.
The Science: There may be a genetic basis for Stuart’s financial aptitude, as his father served the investment industry as a Financial Advisor for over 35 years. When not handing out RiverFront business cards, Stuart can be found spending time with his wife, daughter and son – and, on occasion (which is not nearly enough) you will find him on the golf course.