Scott Stewart, CFA®

Team Chief Investment Officer, Senior Vice President

Scott is the Team Chief Investment Officer for the Moldaver Lee Cohen Wealth Partners at the Rockefeller Global Family Office, which he joined in May 2020. Prior to Rockefeller, Scott worked at Stifel, where he assisted the team in advising high net-worth individuals and families through customized investment planning and wealth management strategies. He began his career in 2008 with Deutsche Bank in New York City, where he was directly responsible for maintaining and developing relationships with the firm’s global hedge fund clientele.

Scott is a Chartered Financial Analyst® (CFA®) Charterholder. He earned a Bachelor of Science in Finance from The University of Florida and holds Series 7 and 66 licenses. He is a member of the CFA Institute and the New York Society of Security Analysts.

Scott lives on Long Island with his wife, 2 kids, and dog. When not devoting his spare time to the many charitable causes he is passionate about, he enjoys golfing and boating in the summer, and skiing in the winter.