Stewart D. Koch
Senior Associate

Stewart is primarily focused on serving individual and institutional clients in the Nashville office. Prior to joining the firm, he worked for J.P. Morgan Asset Management in New York City for six years, where he was responsible for asset allocation monitoring and discretionary portfolio trading. In addition, Stewart developed long term financial plans for the firm’s high net worth client base in efforts to maximize generational wealth transfer. Before his time at J.P. Morgan, Stewart worked for Merrill Lynch in their Retirement Plan Services department where he completed his Series 7 and 66 trading licenses.

Stewart received a Bachelor of Arts in Business Administration from Furman University.  He currently serves as the Furman University Alumni President for the city of Nashville and is actively involved in the Crescendo Club of the Nashville Symphony.