Stuart is a seasoned professional with over thirty years’ experience in Technology and Finance, notably as a Managing Director at Deutsche Bank overseeing $20 billion in telecom financing. He’s advised 25 companies on strategic M&A and held leadership roles like CFO, COO, and Investor Relations. Stuart’s financial acumen led to recognition as an All-Star Stock Picker by The Wall Street Journal and appearances on CNBC. He’s served on various profit and non-profit boards, holding the Chartered Financial Analyst® designation.

Stuart’s diverse background includes COO roles in startups, earning him the Presidential Green Chemistry Award and patents in seven countries. A former Air Force Officer, he was Chief of the White House Liaison Branch, garnering military honors and expertise in Telecommunications, Technology, and more, alongside being a licensed pilot.


United States Air Force Academy – Bachelor’s Degree – Electrical Engineering
Carnegie Mellon University –  Rice University
The College of William and Mary – Master of Business Administration (MBA) – Corporate Finance


CFA® (Chartered Financial Analyst®) – CFA Institute
FINRA Series 82, 63
Registered Representative of JCC Advisors, Member FINRA/SIPC