Chris Stuart, CFA®, Senior Research Analyst
Chris Stuart is a senior research analyst at Commonwealth. With the firm since May 2015, he covers the large-cap equity asset class and is responsible for evaluating and selecting managers and disseminating research. He also researches and performs due diligence on individual equity securities and works with advisors to answer their questions. Chris earned a BA in finance from UMass Amherst. He holds FINRA Series 7 and 66 securities registrations and is a CFA® charterholder.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.Millennial Clients and Sustainable Investing
Over the next few decades, millennials are expected to be on the receiving end of a $30 trillion wealth transfer, and they're ready to invest in companies that make a measurable impact on the environment or society.
Chris Stuart, CFA®
02.11.20
Could Atomic Habits Help You Reach Your Goals in 2020?
How can you break bad habits and develop good ones? Commonwealth's Chris Stuart discusses how adopting atomic habits worked for him.
Chris Stuart, CFA®
01.17.20
Identifying Investment Opportunities: How the Experts Do It
Identifying investment opportunities for clients can be challenging. Here are a few options from the experts to add to your advisor toolbelt.
Chris Stuart, CFA®
08.06.19