Enterprising Investor
Practical analysis for investment professionals

Barbara Stewart, CFA

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Biography

Barbara Stewart, CFA, has 30+ years of investment industry experience: five years as a foreign currency trader and more than two decades as a portfolio manager for high net worth entrepreneurs. For the past nine years, she has been creating interview-driven research for multiple global financial institutions. Barbara is a keynote speaker for CFA Societies, banks, stock exchanges and industry conferences globally, and she is a columnist for CFA Institute, Canadian Family Offices and Canadian Money Saver magazine. She is on the Advisory Board of Kensington Capital Partners and also is 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 Fifteen years ago, Stewart saw a need to challenge outdated financial industry stereotypes and share positive messages about women and money.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, March 8. Stewart is honoured to be part of the Milken Institute's Women's Financial Security Initiative in collaboration with Gloria Steinem and Steinem's Foundation. To find out more about Barbara’s research, visit www.barbarastewart.ca

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