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

Millennial Clients and Sustainable Investing

Identifying Investment Opportunities: How the Experts Do It

Millennial Clients and Sustainable Investing

Posted by Chris Stuart, CFA

February 11, 2020 at 10:30 AM

Who are the millennials? Using a generally accepted birth range of 1981 to 1996, they vary in age from 24 to 39 this year. According to Pew Research, the group was set to overtake baby boomers in 2019 as the largest generational cohort in America. And, over the next few decades, millennials are expected to be on the receiving end of a $30 trillion wealth transfer from baby boomers.

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Topics: Practice Management, Asset Management & Investing

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?

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Topics: Asset Management & Investing

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