Jay Stewart is responsible for leading the research effort for the international cyclicals sector. In this capacity, he conducts top-down and fundamental analysis on the international cyclicals sector and makes portfolio recommendations to the co-portfolio managers. He joined the firm in 2012 and has more than 15 years of industry experience. Previously, he worked for PNC Wealth Management and National City Bank. Jay holds a B.B.A. in Finance and Marketing from the University of Kentucky and an M.B.A. from the University of Chicago Booth School of Business, with concentrations in Accounting, Economics and International Business.