Chris Stuart, CFA

Chris Stuart, CFA®, is a senior research analyst at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since May 2015, he covers the large-cap equity asset class and is responsible for manager evaluation, manager selection, and dissemination of research. He also conducts research and due diligence on individual equity securities, responds to advisor inquiries, and assists with market research. Chris earned his BA in finance from the University of Massachusetts Amherst. He holds FINRA Series 7 and 66 securities registrations and is a Chartered Financial Analyst®.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Identifying Investment Opportunities: How the Experts Do It

Identifying Investment Opportunities: How the Experts Do It

Posted by Chris Stuart, CFA

August 6, 2019 at 10:00 AM

One of the hardest tasks for advisors is identifying investment opportunities for your clients that check the right boxes. Sure, names like Apple, Microsoft, and Facebook seem like a safe bet. But it’s the diamonds in the rough that can elude even experienced investment professionals. So, where do you begin when it comes to sourcing fresh ideas?

Read More

Topics: Asset Management & Investing

New Call-to-action
The Independent Market Observer, Brad McMillan

Follow Us