Stewart PrezioseAssistant Director Wealth Advisor Wealth Management & Trust Northern California
Stewart Preziose is a Wealth Advisor in Boston Private’s San Francisco office. He works closely with a select group of clients providing dynamic financial planning and customized investment management.
With nine years of experience providing high net worth, family office, and corporate executive clients with financial planning, investment management, and tax planning advice, Stewart’s unique set of tools adds valued perspective to the client experience. Prior to joining Boston Private, Stewart cultivated client relationships at global and boutique wealth management firms Kayne Anderson Rudnick, Chequers Financial Management, and BNY Mellon Family Office.
Stewart received a BA in Economics from Wheaton College, MA. He currently resides in San Francisco.