Charles Stewart
Director/Board Member at Martin & Co., Inc.
Profile
Mr. Charles C.
Stewart, CFA MBA, is a Senior Vice President & Portfolio Manager at Martin & Co., Inc. He joined Martin & Company in September, 1994.
He works with equity and balanced client portfolios.
His responsibilities also include portfolio management and research for Martin & Company’s equity strategies.
He is a member of the firm’s Board of Directors.
Prior to joining Martin & Company, Mr. Stewart was an Assistant Portfolio Manager and Analyst with the trust department of Compass Bank in Birmingham, Alabama.
He has over 30 years of investment experience.
He received his BS in Accounting and MBA in Finance from the University of Tennessee.
He has received the professional designation of Chartered Financial Analyst.
Charles Stewart active positions
| Companies | Position | Start |
|---|---|---|
Martin & Co., Inc.
 Martin & Co., Inc. Investment ManagersFinance Martin & Co., Inc. (dba Martin & Co. Investment Counsel) is a registered investment advisor headquartered in Knoxville, Tennessee. The firm was founded by Allan David Martin in 1989. They are a wholly-owned subsidiary of First Horizon Corp. (NYSE: FHN). Martin & Co. provides investment supervisory services on a discretionary basis to pension and profit-sharing plans, endowments, foundations, educational institutions, corporations, financial institutions, collective investment trusts, governmental agencies, and individuals. | Director/Board Member | 1994-08-31 |
Former positions of Charles Stewart
| Companies | Position | End |
|---|---|---|
Compass Bank (Birmingham, Alabama) (Old)
 Compass Bank (Birmingham, Alabama) (Old) Investment ManagersFinance Compass Bank, headquartered in Birmingham, Alabama, offers private banking and trust services through their Private Client Services unit. The bank is a subsidiary of Compass Bancshares, Inc. (NASDAQ: CBSS), a financial holding company with banking offices in Alabama, Arizona, Colorado, Florida, New Mexico and Texas. | Corporate Officer/Principal | - |
Training of Charles Stewart
| University of Tennessee | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Martin & Co., Inc.
Martin & Co., Inc. Investment ManagersFinance Martin & Co., Inc. (dba Martin & Co. Investment Counsel) is a registered investment advisor headquartered in Knoxville, Tennessee. The firm was founded by Allan David Martin in 1989. They are a wholly-owned subsidiary of First Horizon Corp. (NYSE: FHN). Martin & Co. provides investment supervisory services on a discretionary basis to pension and profit-sharing plans, endowments, foundations, educational institutions, corporations, financial institutions, collective investment trusts, governmental agencies, and individuals. | Finance |
Compass Bank (Birmingham, Alabama) (Old)
Compass Bank (Birmingham, Alabama) (Old) Investment ManagersFinance Compass Bank, headquartered in Birmingham, Alabama, offers private banking and trust services through their Private Client Services unit. The bank is a subsidiary of Compass Bancshares, Inc. (NASDAQ: CBSS), a financial holding company with banking offices in Alabama, Arizona, Colorado, Florida, New Mexico and Texas. | Finance |
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