About

Executive summary

RC Strategies partners with CPAs, attorneys, and financial professionals to evaluate and implement advanced planning strategies from concept to execution.

Led by Raymond C. Stewart—an institutional investment professional with 30+ years of experience working alongside corporate pension funds and state and municipal retirement systems—we bring clarity, rigor, and measurable outcomes to complex planning engagements.

About Raymond C. Stewart

Raymond C. Stewart brings more than 30 years of institutional investment experience to his work with professionals and clients seeking thoughtful financial planning strategies.

Professional background includes:
BS in Economics and Public Policy, Cornell University.
MBA in Finance and Capital Markets, Columbia University Graduate School of Business.
Credit Analyst Training Program, Chase Manhattan Bank.
Securities analyst at Salomon Brothers.
Co-founder of an institutional investment management firm specializing in publicly traded banking securities.

Throughout his career Raymond worked with institutional investors including corporate pension funds and state and municipal retirement systems.

Today RC Strategies focuses on collaborating with CPAs, attorneys, and financial professionals to bring advanced planning strategies from concept to implementation.

We bring clarity to complexity

Strategy, design and engineering working as one—from first brief to launch.