Profile
Mr. Stewart P.
Neff is a Managing Director at Windhaven Investment Management, Inc.
Mr. Neff has over 32 years of experience in the financial services and investment management industries.
Previously, he served at the Royal Bank of Scotland.
Prior to RBS, he was an Executive Vice President at Fleet Bank, responsible for Fleet’s Financial Institutions Group.
He started his banking career at The First National Bank of Boston in 1982.
Mr. Neff graduated from Tufts University in 1980 with a BA degree in economics.
Former positions of Stewart P. Neff
| Companies | Position | End |
|---|---|---|
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Portfolio Manager-Equities | 04/12/2014 |
| Fleet National Bank (Providence, Rhode Island) | Corporate Officer/Principal | - |
| Fleet Bank, NA (Hartford, Connecticut) | Corporate Officer/Principal | - |
| Royal Bank of Scotland Group Plc /Insurance Services Bus (3)/ | Corporate Officer/Principal | - |
Training of Stewart P. Neff
| Tufts University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
| Fleet National Bank (Providence, Rhode Island) | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
| Fleet Bank, NA (Hartford, Connecticut) | Finance |
| Royal Bank of Scotland Group Plc /Insurance Services Bus (3)/ | Finance |
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