General Investing >> Money Manager Interviews >> December 1, 2017
Running Focused Portfolios as a Business-Perspective Investor
Malcolm E. Polley, CFA, is President and Chief Investment Officer at Stewart Capital Advisors, LLC. Mr. Polley oversees the investment process and provides the philosophical underpinning for the firm’s research and asset management. Mr. Polley led the effort to form Stewart Capital Advisors, LLC, an SEC-registered investment advisory subsidiary of S&T Bank. Mr. Polley began his career in 1987 on Black Monday, and he has held leadership positions with many financial services organizations, including S&T Wealth Management, Marquette Trust Company, Marquette Advisory Services and West Bank. Mr. Polley received a BBA in finance from Iowa State University. He holds the Chartered Financial Analyst designation and is a member and past President of the CFA Society of Pittsburgh. Mr. Polley has served as adjunct faculty at the Eberly College of Business and Technology at the Indiana University of Pennsylvania. Currently, he is president of Downtown Indiana. Mr. Polley often presents to client, community and industry groups, and he has been a frequent guest on various financial and investment programs, including “Squawk Box,” “Squawk on the Street,” “Power Lunch,” “Closing Bell,” Fox Business, Bloomberg TV and Bloomberg Radio. Profile
TWST: Could you tell me a little bit about the firm?
Mr. Polley: Yes, Stewart Capital Advisors is a registered investment advisory firm. We focus on value-based