Stuart is a founding partner of B+C, and the financial guide behind our clients’ impressive investment results. After years of successfully running the accounting firm, Stuart expanded the company’s focus based on his intuitive insight that clients’ portfolios should be managed and reviewed from a fully integrated perspective, incorporating a tax and performance viewpoint to maximize earnings. Stuart stays tuned into the financial markets and meets with top fund managers to bring investment advice to clients. And he monitors portfolio earnings personally on a daily basis, to stay on top of changing conditions. His role includes providing financial planning advice and projecting financial goals (in regards to college planning, personal savings and retirement planning).
Stuart is a graduate of SUNY Albany with a B.S. in Accounting, holding a Series 65. He is a member of the American Institute of Certified Public Accountants and the NYS and NJ Societies of Certified Public Accountants.
In spite of his time-intensive commitment to his business, non-profit work and his family, Stuart still manages to squeeze a little tennis and golf into his busy schedule.