Jake – Bio

Jacob Stewart, CRPC®

Investment Analyst

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has a BS in management and business from Skidmore College

studied Mandarin and taught English in Beijing & Shandong Province, People’s Republic of China

uses his broad investment experience to assist CCR Wealth clients

was a semi-pro baseball player

Direct Phone: 508-475-3855
Fax Line: 508-475-3866
jstewart@ccrwealth.com 

 

Jacob Stewart is an Investment Analyst for CCR, focusing on portfolio modelling and monitoring, investment screening, and client communications. Jacob joined CCR in 2016, bringing his prior experience as an investment consultant at John Hancock and Natixis Global Asset Management. Jacob’s broad investment experience informs his work with clients and as a member of the CCR Investment Selection Committee.

Jacob earned his Bachelor of Science degree in Management and Business at Skidmore College.  He is an Investment Advisor Representative and holds the Series 7, 63 and 65 securities registrations.  He is also a Chartered Retirement Planning Counselor® (CRPC). Jacob is a member of both the firm's Investment Committee and Portfolio Review Committees.

Jacob grew up in rural western Massachusetts, where he developed his love of the outdoors, camping, hiking and summer barbecuing. He had a successful collegiate and semi-professional baseball career, and currently enjoys playing golf, running, cycling, following New England sports and reading a good book.