• Russell J. Steward, CFA

    Managing Director

  • 152 West 57th Street, 21st Floor
    New York, NY 10019

Mr. Steward is a Managing Director of Investment Banking at T.R. Winston & Company, who brings 25 years of experience in investment and merchant banking, corporate finance and business valuation. Over the course of his career, Mr. Steward has helped a range of companies, from early stage public and private companies to Fortune 500 businesses, in raising capital, providing financial advisory services, and assisting in various corporate finance and strategic projects. Mr. Steward’s primary responsibilities over the course of his career have included conducting due diligence; establishing detailed financial and valuation models; leading transaction process execution; helping management teams assess strategic options; and assisting clients in the preparation and further development of marketing materials.

Mr. Steward holds a B.S. in Industrial Engineering from Columbia University, an MBA from the Anderson School at UCLA and a Ph.D. in Business Administration from Century University in Albuquerque, New Mexico. Additionally, he is a CFA charterholder, and holds FINRA Series 7, 24, 63, 66 and 79 licenses.