People
Operating Group
Blake e. stuart, CFA®
Chief Operating Officer and Chief Compliance Officer
Blake is the Chief Operating Officer and Chief Compliance Officer of North American Management. Prior to joining North American Management in August 2008, Blake was a principal of Mintz Levin Financial Advisors, a wealth management firm with over $1 billion in assets. His responsibilities included managing the operations department and serving as a member of the firm’s investment committee. Earlier in his career, Blake was in charge of overseeing the operations of an institutional money manager, Acadian Asset Management, with over $3 billion in assets.
Blake earned his BA from Bucknell University and his MBA from the Johnson Graduate School of Management at Cornell University. Blake is a CFA® Charterholder and a member of the Boston Society of Security Analysts.