![Stuart Jay Birdt](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Stuart Jay Birdt
Gestionnaire de Portefeuille-Actions chez
Cresset Asset Management LLC
Finance
Profil
Mr. Stuart J.
Birdt, CFA MBA, is a Managing Director & Wealth Advisor at Cresset Asset Management LLC.
He will focus on advising Cresset's clients on asset allocation and investment strategies, helping them with all aspects of their wealth-planning needs.
He brings more than 30 years of global investment experience to Cresset.
Mr. Birdt was previously served as Wealth Manager with Manchester Capital Management in Santa Barbara.
While at Manchester Capital Management, he was responsible for managing the investment portfolios and financial relationships for the firm's family office clients.
Prior to Manchester Capital, he was an Investment Officer and Portfolio Manager at a New York-based single-family office.
He began his career in investment banking at Goldman Sachs.
Mr. Birdt earned an 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.
Postes actifs de Stuart Jay Birdt
| Sociétés | Poste | Début |
|---|---|---|
Cresset Asset Management LLC
 Cresset Asset Management LLC Investment ManagersFinance Cresset invests in active and passive solutions and public and private vehicles. The firm optimizes asset allocation decisions based on the client’s goals, not simply market benchmarks. They form an investment committee, which includes senior management and investment managers, to analyze investments on their clients' behalf. Their investment strategies and advice may vary depending on each client's specific financial situation. | Gestionnaire de Portefeuille-Actions | 01/10/2021 |
Anciens postes connus de Stuart Jay Birdt
| Sociétés | Poste | Fin |
|---|---|---|
Manchester Capital Management LLC
 Manchester Capital Management LLC Investment ManagersFinance MCM attempts to identify an appropriate allocation between equities, fixed income, alternatives, real assets and cash suitable to the client’s investment goals and risk tolerance. | Corporate Officer/Principal | - |
Expériences
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Entreprise privées
Relations
14
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Manchester Capital Management LLC
Manchester Capital Management LLC Investment ManagersFinance MCM attempts to identify an appropriate allocation between equities, fixed income, alternatives, real assets and cash suitable to the client’s investment goals and risk tolerance. | Finance |
Cresset Asset Management LLC
Cresset Asset Management LLC Investment ManagersFinance Cresset invests in active and passive solutions and public and private vehicles. The firm optimizes asset allocation decisions based on the client’s goals, not simply market benchmarks. They form an investment committee, which includes senior management and investment managers, to analyze investments on their clients' behalf. Their investment strategies and advice may vary depending on each client's specific financial situation. | Finance |
