Solomon Stewart, CFA®
Senior Vice President, National Head of ServiceSolomon serves as Senior Vice President and National Head of Service for Wealthspire Retirement Advisory, working with advisors to ensure they have the support and training to successfully provide guidance to plan sponsors and ensuring ongoing fiduciary best practices in plan design and operations.
Solomon has been with the firm and its former parent company since 2014, bringing a diverse background in the investment industry. He has worked in both investment and client service roles, having worked for BlackRock’s iShares ETF group as a strategist focused on fixed income markets.
He holds a master’s degree in financial analysis and investment management from St. Mary’s College of California, a bachelor’s degree in finance from the University of Arizona, and he is a CFA® charterholder.
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*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
