Stewart Darrell, CFA
Expertise in managing and sustaining family wealth.
After graduating from college, I accidentally became an investment banker. My first big deal was helping Donn sell the company he had worked his whole life to build. After the closing, it dawned on me that my utility to Donn had run its course, despite our great relationship. I simply had to pivot and find a way to work with people like Donn over the long-term. Sure, he had new-found wealth, but what really impacted me was his story – his fantastic failures and his most dramatic successes (many of which had little to do with money). I was hooked. That experience ultimately led me into the field of wealth management. Donn was one of my first clients.
For nearly 20 years, I have been helping clients take on the challenges of managing and sustaining family wealth, allowing them to focus on the next great chapter of their lives.
What’s your story?
Credentials: BA Duke University, CFA® Charterholder
Engineering goals-based investment portfolios.
Young Presidents’ Organization (YPO), Association for Corporate Growth (ACG), CFA Society of Orange County, ProVisors, AthletesTouch, AYSO, San Pedro & Peninsula YMCA
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