Stewart A. Beach, CFA CFP®, Wealth Advisor
Stewart is a Certified Financial Planner™ and a Chartered Financial Analyst, with over 25 years of investment and analysis experience. I have been able to establish long-term relationships with clients that are founded on respect for each one as an individual. My priority is to listen to and understand my clients’ needs and plans, in order to develop a personalized strategy that will help them achieve their goals. Regardless of asset size or income level, every client is assessed individually on their investment objectives, risk tolerance, emotional reaction to volatility, required income and return expectations. With my risk management experience, I can create strategies customized for each client. As needs change for clients and as markets fluctuate, I take great care in analyzing current conditions to readjust our strategy, ensuring I am meeting my clients’ needs. My experience has allowed me the opportunity to appear on Bloomberg Television and provide financial analysis and commentary for TheStreet.com, BusinessWeek.com, and other local media.
Principal – Clear Perspective Advisors
In July, 2011 Stewart and his partners launched Clear Perspective Advisors. As an owner and advisor at Clear Perspective Advisors, I, along with my partners ensure all individual and institutional clients are given individualized, comprehensive financial planning strategies. We pride ourselves on our boutique style approach, which provides each client with personal, well researched access to nearly every financial service, investment strategy and product available. We also work with 401 K plans, IRA rollovers, insurance planning and strategies, Endowments, Profit Sharing Plans and Trusts.
Executive Vice President Wealth Management at Old Second National Bank
As head of the Wealth Management Department, I led a staff of over 30 in all aspects of this business including brokerage, investment management, fiduciary and retirement benefit services. Total assets were in excess of 1 billion. I chaired the investment committee from 1999-2011. I was also responsible for personally managing the following types of accounts: the multi-million dollar bank investment portfolio, Common and Collective trust funds (a mutual fund like instrument for trust clients), and large individual and institutional clients including pension funds, endowments, foundations, company retirement plans, corporate accounts and public funds. I developed risk management procedures to help protect clients and the bank.
Commissioned Bank Examiner for the FDIC
Here I was designated as a capital market specialist. I examined financial institutions for safety and soundness. I taught financial analysis in Washington DC as part of the FDIC’s training program. During my time there, I helped develop a joint financial analysis training package with the Federal Reserve Bank of Kansas City.