Stewart Koch began their career as an Asset Management Intern at UBS in 2008. Stewart then interned at Morgan Stanley Smith Barney in 2009. After that, they worked as a Retirement Plan Services Associate at Merrill Lynch from 2010 to 2011. From 2011 to 2017, Stewart worked at J.P. Morgan, where they held the position of Licensed Associate and was responsible for developing asset allocations, trading products, and generating research. In 2017, Stewart joined Diversified Trust as a Senior Vice President, where they are involved in comprehensive wealth management for clients.
Stewart Koch completed their education at Furman University from 2006 to 2010, earning a Bachelor of Arts degree in Business Administration. Prior to that, they attended duPont Manual High School from 2002 to 2006 and was part of the Math, Science, and Technology Magnet program. Additionally, Stewart obtained certifications in the financial industry, including the Series 66 from FINRA in April 2011 and the Series 7 from FINRA in January 2011.
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