Julia Stewart, CDDA

Julia Stewart, CDDA

Julia Stewart is a Managing Director at Clearstead, where she leads investment strategy and portfolio implementation. She has been working in the investment management industry since 2000 and joined Clearstead in 2026.

Julia brings expertise in institutional‑quality portfolio construction, investment research, and implementation, partnering closely with Advisors and the Investment Committee to design scalable, efficient investment solutions. Before joining Clearstead, she worked as a Portfolio Manager at The Pacific Financial Group, where she was responsible for managing portfolios and developing disciplined investment strategies across client accounts. Throughout Julia’s career, she has led investment analysis and portfolio management initiatives across institutional and private client platforms.

Julia obtained her Master’s degree in Finance from Seattle University and her Bachelor of Arts degree from Pace University.