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    Key takeaways

    Burton Enright Welch is pleased to announce that Jason Steuerwalt, CFA, joined the firm earlier this year as Director of Investments.

    Since 1989, the B|E|W approach has been built on discipline, independence, and planning that puts each family’s goals first. As the firm has grown and the families we serve have grown with us, we have continued to evolve deliberately. Bringing on a dedicated investment leader is the latest step in that evolution, and a reflection of our ownership’s commitment to investing in the firm for the long term.

    Jason brings over two decades of institutional investment experience to B|E|W, including investment manager research, asset allocation, and due diligence across a wide range of strategies. He joined us from iM Global Partner, where he served as the Head of Alternative Strategies, and his experience also spans investment roles at Litman Gregory and Hall Capital Partners. He holds the Chartered Financial Analyst designation and earned his degree in economics from Brown University.

    In his role, Jason now leads the research, monitoring, and implementation behind our portfolios, working alongside our advisors to further enhance the research behind our investment philosophy, which remains unchanged. His expertise adds another layer of depth and focus, the kind that lets us stay proactive on behalf of the people we serve.

    “Jason is exactly the kind of investment we want to make in this firm and in our clients. His experience raises the bar on the research and discipline behind every portfolio we manage, and reflects where B|E|W is headed.” — Jeremy Welch, Senior Advisor and Managing Principal