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Jim Stewart

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Email: ****t@worthassetmgmt.com
Location: Addison, Texas, United States
Current employer:
Worth Asset Management
Current title:
Chief Investment Officer
Last updated: 22/09/2023 17:23 PM
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About

Jim Stewart is from Addison, Texas, United States. Jim is currently Chief Investment Officer at Worth Asset Management, located in Dallas, Texas, United States.

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Jim Stewart's current jobs
Company: Worth Asset Management
Title: Chief Investment Officer
Period: Jul 2021 - Present (4 years, 5 months)
Location: Dallas, Texas, United States

Experienced Investment Portfolio Manager that actively manages a Global Tactical Portfolio that seeks to provide equity market returns while providing downside protection with less risk than is expected by equity investors. He also plays an important role in managing the asset allocation of client portfolios in line with agreed risk profiles and investment mandates. Mr. Stewart also leads WAM’s investment committee whose responsibilities include securities identification, analysis and selection, portfolio design and implementation, asset allocation, performance tracking, and ongoing monitoring of client investment portfolios.

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