Eric Stewart, CFA, Managing Director
Eric focuses on partnership evaluation, strategy development, and firm operations. He has extensive experience with all aspects of private equity investing and accounting, including fund due diligence, performance analysis, policy development, and industry research. Eric has ten years of investment experience, having provided investment advice to institutional funds with assets totaling over $2.5 billion, across Taft-Hartley, corporate, and public fund sponsors. His work as a consultant included strategic asset allocation, manager selection, and due diligence. In addition, Eric worked for three years at a public policy consulting firm.
Eric received a degree in economics from Tufts University and holds the Chartered Financial Analyst designation. Eric is a speaker at industry events, including SuperReturn U.S., the International Foundation of Employee Benefit Plans' Annual Conference, and the Investment Education Forum.
Christopher Welch | Jeffrey Sung | Eric Stewart