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.

Before forming RC Strategies, Raymond spent over 30 years in the investment management industry, specializing in publicly traded banking and other financial services institutions.

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 investment 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.