J. Stuart Bevan

J. Stuart Bevan

Senior Vice President – Investments

 

Stuart has been with Wells Fargo Advisors and its predecessor firms, Wachovia Securities and Prudential Securities, since 2002.  He joined the Prentis Wealth Management Group in 2018.

Stuart brings a strong and diverse academic background to the group including a bachelor’s degree from Yale, an MA in accounting from the NYU Stern School of Business and an MBA from Harvard.

Stuart was formerly a Managing Director and a senior research analyst at Havens Advisors, LLC hedge fund in New York City, focusing on merger arbitrage.  Before that, he worked for over 20 years as a management consultant, assisting senior executives with strategic planning, marketing and business development challenges. Stuart was a principal at the New England Consulting Group and Marketing Corporation of America.  He began his consulting career with Booz Allen & Hamilton after working as a Product Manager at General Foods Corporation. His first job after college was as a senior accountant and CPA with Peat, Marwick, Mitchell & Co. in NYC.  Stuart’s broad business background and experience working with senior executives in numerous industries adds value in the process of evaluating investment opportunities.

Stuart holds Series 7, and 66 securities registrations, in addition to life, variable, and long-term-care insurance.

Away from the office

Stuart enjoys golf, tennis, squash and singing.  He and his wife, Karen, split their time between New York City and Newport, RI.  Stuart is active in the International Tennis Hall of Fame tennis club, the Newport Reading Room, the Harvard Business School Club of SE New England and Wanumetonomy Golf & Country Club.  He also sings and performs with the University Glee Club of NYC.