Todd Stewart serves as Senior Vice President of Investments at SageView Advisory Group, where he leads the firm’s national Investment Committee and plays a central role in shaping its investment platform across both institutional and wealth channels.
In his role, Todd directly oversees the teams responsible for investment research, investment operations, portfolio strategy, and trading. He co-chairs the firm’s Portfolio Construction Committee, which governs asset allocation research and manages SageView’s private wealth portfolios.
Todd plays a key role in developing and communicating the firm’s market views, both internally and externally. He regularly authors client communications, industry insights, and investment strategy updates. He also leads efforts to negotiate favorable pricing arrangements with trust companies and asset managers, and works closely with SageView’s institutional consultants and wealth advisors to ensure investment decisions are aligned, well-coordinated, and consistently applied across the platform.
Todd earned a bachelor’s degree in business administration with a concentration in finance and a collateral in economics from the University of Tennessee. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of East Tennessee.