As a Private Wealth Advisor with U.S. Bank, Stuart (he/him) is responsible for providing comprehensive wealth management strategies tailored to his clients’ specific needs. Stuart began his banking career at Santa Barbara Bank & Trust (SBB&T) in 2013 holding a variety of positions during two banking transitions. Prior to joining U.S. Bank Private Wealth Management, Stuart worked for Union Bank’s Private Bank after which he headed the Santa Barbara Main branch of Union Bank. Stuart believes that financial literacy is essential to any education and uses his decade plus of experience in finance to help Habitat for Humanity share that knowledge with all.
Stuart is a graduate of UCSB and was born and raised in Santa Barbara. He currently serves on the finance committee for Storyteller Children’s Center and when he’s not working or volunteering loves to spend time with his wife and two boys. Stuart also enjoys playing beach volleyball, ice hockey, softball, golf, and traveling.