Enterprising Investor
Practical analysis for investment professionals

Barbara Stewart, CFA

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Biography

Barbara Stewart, CFA, has 33 years of investment industry experience; five years as a foreign currency trader, more than two decades as a portfolio manager for high-net-worth entrepreneurs, and during the past eight years, as an interview-driven researcher for multiple global financial institutions. Stewart is a keynote speaker for CFA societies, banks, stock exchanges, and industry conferences globally, and is a columnist for CFA Institute Enterprising Investor, Canadian Family Offices, and Canadian Money Saver magazine. She is on the  Advisory Board for Kensington Capital Partners and is also the Ambassador for the Kensington Women’s Forum. Fifteen years ago, Stewart saw a need to challenge outdated financial industry stereotypes and share positive messages about women and money. Today, she is recognized worldwide as one of the leading researchers in women and finance. Rich Thinking® global research papers quote smart women and men of all ages, professions, and countries, and are released annually on International Women’s Day, 8 March. To find out more about her research, visit Barbara Stewart .

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