Main Menu

Wealth Manager

Montecito Office: 805.969.5670

Stuart is responsible for managing the investment portfolios and financial relationships for Manchester Capital’s family office clients. Stuart has over 30 years of investment experience. Prior to joining MCM in 2017, he was the Investment Officer and portfolio manager at a New York-based single family office. Stuart began his career in investment banking at Goldman Sachs in New York. He relocated to London and to equity research where he covered the European telecom sector for fifteen years at Goldman Sachs, Bear Stearns, Deutsche Bank and BNP Paribas. He later covered the Latin American telecom sector at Bear Stearns and was the Chief Operating Officer at an India-focused private equity and real estate fund. Stuart received his M.B.A. from Harvard Business School with Highest Distinction (Baker Scholar) and his A.B., magna cum laude, in Economics from Dartmouth College. He also holds the Chartered Financial Analyst designation. Stuart is a member of the Financial Accounting Standards Advisory Council of FASB and is on the Board of The Jewish Foundation for Education of Women. Outside of the office, he enjoys running marathons. Stuart and his wife, Ruth, reside in Santa Barbara.