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Stewart Eads, CFA

http://www.cfainstitute.org/learning/investor/adviser/Pages/index.aspx
R. Stewart Eads, President
, is a CFA (Chartered Financial Analyst) charterholder and has an MBA degree from the Wharton Graduate School at the University of Pennsylvania along with bachelors and masters degrees in Electrical Engineering from the Georgia Institute of Technology. He has furthered his investment training at Stanford University and the University of Chicago in addition to other ongoing continuing education.

Mr. Eads spent 15 years in the Atlanta office of the Boston-based investment management firm of Thorndike, Doran, Paine and Lewis/Wellington Management Company where he served as Vice President, Senior Portfolio Manager and analyst. At Wellington, Mr. Eads managed accounts for clients such as Duke Power Company, Sherwin-Williams, City of Savannah, GA, Chatham County, GA, Emerson Electric, Trane, Annuity Board of the Southern Baptist Convention, E-Systems, St. Mary's University, Sheet Metal Workers, University of Alabama Endowment, The Citadel Endowment, etc. His accounts totaled over $300 million.

In addition to serving as a portfolio manager, his other major contributions included establishing a system for setting client investment objectives, founding and chairing the Future Themes Group that forecasts major trends in the economy and society that have investment significance over five years, and deriving a methodology to determine secular shifts in equity valuation (i.e., price/earnings ratios).

Prior to joining Thorndike/Wellington, Mr. Eads was an investment analyst with The Hartford Insurance Group for three years. Overall, he has been an investment professional for 48 years.

Mr. Eads' initial employment after receiving his MBA degree was in the Office of the Director at the U.S. Central Intelligence Agency. Also, he spent time working with NASA on the moon project under Dr. Wernher von Braun.

E-Mail: stewart@eadsheald.com