Nick Steward

Finance

Consumer Services

Profile

Mr. Nick Steward is Senior Portfolio Administrator & Accounts Manager at Kobren Insight Management, Inc. Prior to joining Kobren Insight Management in 2003, he was as a personal trust administrator with Fidelity Investments.
He has also served as a personal property appraiser specializing in art and antiques.
Mr. Stewardas a Portfolio Administrator responsible for trading and administration of client accounts.
In 2009, he took on the additional responsibilities of an Account Manager working more closely with KIM's client base.
Mr. Stewardas graduated with a B.A.
from Connecticut College.

Former positions of Nick Steward

Companies	Position	End
FMR LLC FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.	Corporate Officer/Principal	-
Adviser Investments Acquisition Co. LLC Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses.	Comptroller/Controller/Auditor	-

See the detail of Nick Steward's experience

Training of Nick Steward

Connecticut College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies