DARRELL CAPITAL MANAGEMENT - Key Persons
As co-founder, Darcy is involved in supporting business strategy and other strategic initiatives. She is also responsible for business management and oversees vendor relationships.
Darcy previously worked at a major financial analytics firm as a financial industry group manager and client services manager. Prior to that, she was a global client account coordinator, problem resolution analyst and investment counselor at a $20 billion registered investment advisor.
Darcy earned her B.A. from U.C. Berkeley and her M.A. in psychology from Pepperdine University. She enjoys volunteering in the community and has spent time at Children's Hospital Los Angeles, Pepperdine University's Community Counseling Clinic and Harbor UCLA Medical Center.
In her free time, she enjoys hiking with her family.
Stewart founded Darrell Capital Management, LLC with a vision to create a wealth management firm grounded on authentic relationships, faithfulness to our core values and a fiduciary responsibility to our clients. Combining these elements with a dynamic investment philosophy and our strategic financial planning approach creates the foundation for an unparalleled client experience.
Stewart brings over 20 years of professional financial experience advising individuals, families, and nonprofit organizations in their pursuit of financial peace and prosperity. His specialties include designing investment portfolio strategies and engineering financial plans that integrate tax and estate planning.
Prior to founding Darrell Capital Management, LLC, Stewart served as president of a $500 million registered investment advisor and was responsible for overseeing all aspects of the firm's investment and financial planning efforts, as well as setting and implementing the firm's strategic vision. Before that, he was a managing director for an industry leading $15 billion multi-family office where he oversaw the portfolio construction and investment activities for ultra-high-net worth families across Southern California.
Stewart believes in giving back to his community. He has served on the boards of the CFA Society of Orange County and Chapman University's Hoag Center for Real Estate and Finance, and is a co-founder of the South Bay Investment & Finance Group. Additionally, he is an alumni career counselor for Duke University and has spent countless hours volunteering through the American Youth Soccer Organization (AYSO), the YMCA and his daughters' local elementary school.