Chief Investment Officer | Founding Partner
Stewart founded TMG Family Office by bringing together two well respected firms, Astraeus Advisors and Berman Investment Advisors. Named by Barron’s as one of the Top 100 Independent Financial Advisors in the U.S., Stewart travels the country counseling Fortune 500 senior executives and entrepreneurs on their retirement, tax, financial, estate, and philanthropic planning, as well as concentrated stock and investment management. He also manages the firm’s strategic growth initiatives.
Stewart was recognized on Forbes’ 2018 Top 250 Advisor list and the Financial Times Top 300 Financial Advisers list for three consecutive years. The firm also landed a spot on InvestmentNews Fastest-Growing $1B+ RIA list.
He currently serves on the Board of Directors for A Better Chicago—a venture philanthropy fund dramatically improving educational opportunities for low-income students. Stewart is also a member of the Chicago Windy City chapter of YPO, a global network of young chief executives.
Stewart holds a BA from Denison University, an MBA in Finance from the Kellogg School of Management at Northwestern University, and a CERTIFIED FINANCIAL PLANNER™ designation.