Stu has over 30 years’ experience leading Asset and Wealth Management businesses in investment technology and operations. As a result, he brings a broad range of experience in wealth management, family office, and the alternative investment segments. Stu Heads Rockit Solution’s Operations, and its OpsSourcing and Performance businesses. He is also responsible for the design and strategic planning of Fi-Tek Group’s operational services functions.
Previously, Stu was Chief Operating Officer and member of the Executive Committee reporting to the CEO at Rockefeller & Co. a registered investment advisor focused on servicing ultra-high net worth individuals and institutional investors, and owner of Rockit Solutions. At Rockefeller & Co. Stu led multiple initiatives enhancing and streamlining activities across various organizational activities; including wealth management and trust activities. Stu was the primary architect in the acquisition of Rockit Solutions, LLC by Fi-Tek.
Prior to his successful experiences at Rockefeller & Co., Stu held leadership roles at Indus Capital Partners (an international equity hedge fund complex servicing endowments, institutions and private high net worth individuals) and Bear Stearns Asset Management. During his tenure at Bear Stearns, he led the organization as Head of Operations and Investment Technology overseeing a $45 billion investment advisory complex. He started his financial career at American Express Bank Ltd. where he became Director of Operation for the Global Asset Management division.
Stu graduated from Ohio Wesleyan University with a Bachelor of Arts degree in Economics and received his Master’s in Business Administration from Fordham University.