Stewart Mohr Mather

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48 year

Finance

Consumer Services

Profile

Stewart Mohr Mather was a founding partner of The Mather Group LLC, which was founded in 2011.
He held the title of Founding Partner from 2011 to 2024.
Mr. Mather also worked as a Vice President at UBS Financial Services, Inc. and as a Senior Vice President at Morgan Stanley & Co. LLC.
He received his undergraduate degree from Denison University in 2001 and an MBA from Kellogg School of Management.

Former positions of Stewart Mohr Mather

Companies	Position	End
The Mather Group LLC The Mather Group LLC Investment ManagersFinance TMG manages model portfolios using an array of equity and fixed income, utilizing an evidence-based approach, and manage accounts in accordance with their client's investment objectives, risk tolerance and other relevant information obtained at the beginning of the advisory relationship. The firm's approach uses fundamental, quantitative, and systematic analysis that is repeatable while seeking to provide tax optimized returns on a risk-appropriate basis. Major strategic investment decisions are supported by TMG’s Investment Committee.	Founder	2024-11-14
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2001-01-30
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	-

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Private companies	5
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
The Mather Group LLC The Mather Group LLC Investment ManagersFinance TMG manages model portfolios using an array of equity and fixed income, utilizing an evidence-based approach, and manage accounts in accordance with their client's investment objectives, risk tolerance and other relevant information obtained at the beginning of the advisory relationship. The firm's approach uses fundamental, quantitative, and systematic analysis that is repeatable while seeking to provide tax optimized returns on a risk-appropriate basis. Major strategic investment decisions are supported by TMG’s Investment Committee.	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Denison University Denison University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Kellogg School of Management Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services