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Kristen Marie Stewart

Managing Director, Equity Research Analyst at C.L. King & Associates

Kristen Marie Stewart, CFA has over 20 years of experience in various roles within the finance industry. Kristen Marie is currently a Managing Director and Equity Research Analyst at C.L. King & Associates, where they focus on research and analysis of equity investments. Prior to this, they held senior leadership positions at BD, where they were responsible for enterprise strategy, insights, and investor relations. Kristen has also worked as a Director at Barclays Investment Bank, Deutsche Bank, and Credit Suisse, where they specialized in equity research analysis of medical supplies and devices companies. Kristen Marie began their career as an Associate at UBS, where they focused on medical supplies and devices analysis and life insurance. Kristen also has experience at PwC, where they worked as an Associate in audit and financial analysis.

Kristen Marie Stewart, CFA, has a strong educational background in finance and accounting. Kristen Marie attended Villanova University from 1995 to 1999, where they obtained a Bachelor of Business Administration (BBA) degree with a focus on Finance. During the same period, they also earned a Bachelor's of Science degree in Accounting from Villanova University.

In addition to their degrees, Kristen Marie Stewart has obtained several certifications. In 1999, they achieved the Certified Public Accountant (CPA) certification. Later, in 2004, they earned the prestigious Chartered Financial Analyst (CFA) designation from the CFA Institute. Kristen Marie Stewart's dedication to developing their expertise in environmental, social, and governance (ESG) investing is evident from their attainment of the CFA Institute Certificate in ESG Investing in July 2022.

Moreover, Kristen Marie Stewart possesses the knowledge required in the financial industry, having obtained the Series 7, 63, and 87 certifications from FINRA. These certifications demonstrate their compliance with regulatory standards in handling securities and financial transactions.

Overall, Kristen Marie Stewart's educational background, coupled with their additional certifications, provides their with a comprehensive foundation in finance and accounting, making their a qualified professional in the field.

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