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Stewart Preziose
Financial Professional
Stewart Preziose is an accomplished professional with a diverse background in the financial industry, having held various roles in wealth management and financial counseling.
He pursued his education at the University of Wollongong and obtained a Bachelor of Arts in Economics and Political Science from Wheaton College Massachusetts, showcasing his strong academic foundation.
Stewart's career journey includes serving as a Wealth Advisor at a private institution, where he leverages his expertise to guide clients towards financial success.
Prior to his current role, he worked as a Wealth Advisor Associate at Kayne Anderson Rudnick, showcasing his commitment to excellence in the financial advisory space.
Stewart Preziose has also displayed his entrepreneurial spirit as the Co-Founder and Head of Design at Avensby, where he demonstrated leadership and innovation in the industry.
His experience extends to his role as Vice President - Financial Counseling at Chequers Financial Management, highlighting his strategic financial planning abilities.
Before that, he served as a Family Office Associate at BNY Mellon Wealth Management, further solidifying his expertise in wealth and asset management.
Stewart's early career saw him excel in roles such as Client Services Representative at Oxford Investment and Office Manager and Registered Sales Assistant at Capital Financial Management, showcasing his versatility and dedication to the finance sector.