Watch v. to guard, tend or oversee, especially for protection or safekeeping.

n. The officers and crew who attend to the working of a ship for an allotted period of time.

Jon S. Stuart, CFA, CFP

Jon S. Stuart, CFA, CFP®

Senior Managing Director, Investor Services

Jon Stuart is Senior Managing Director of Investor Services at Windhaven Investment Management, Inc. He leads the firm’s national retail sales team. Prior to joining Windhaven, Jon was an equity research analyst at UBS, where he advised institutional clients on investments in the software sector. He was the Founder and President of MindCom Corporation, a software development consulting company and has worked in various sales and technical positions at IBM and Lotus. Jon is the author of Lotus Domino for Dummies and also serves on the Board of Trustees at Worcester Academy.

Jon earned a B.A. from Marietta College and an MBA from the Tuck School of Business at Dartmouth. He is also a CFA charterholder and CFP® certificant.

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