Stewart, who has over 20 years of industry experience and is a member of the Southern Employee Benefits Conference (SEBC), was most recently Vice President Institutional Consulting Group with UBS and member of the Defined Contribution Advisory Board.
According to the firm, Stewart has worked in many diverse organizations, including the mutual fund, insurance, and banking industries, starting his career with Fidelity Investments.
PEI is an independent, fee-only, Institutional Investment Consulting firm with 170+ Clients in 20+ states (including Canada & Puerto Rico. With $20+ billion in assets under advisement, PEI says it is one of the largest privately-owned, independent consulting firms in the U.S.
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