William A. Stewart
wstewart@pcecompanies.com
407-621-2100 (main)
407-621-2124 (direct)
407-621-2199 (fax)
Winter Park, Florida
Experience
- Particular focus on PCE’s Employee Stock Ownership Plan (ESOP) practice, including executing sales to ESOPs, ESOP feasibility studies and shareholder and trustee financial advisory
- Engaged in all aspects of PCE’s investment banking practice, including buy-side and sell-side mergers and acquisitions as well as private equity and debt placements
- Formerly a vice president with SunTrust Bank in their private wealth management with responsibility over $300 million of assets
- Previously underwrote commercial and corporate loan packages with transactions ranging from $5 million to over $100 million in value as a credit officer with SunTrust Bank
Service
- Member of ESOP Association
- Member of CFA Institute
- Member of CFA society of Orlando
- Member of Orlando Regional Chamber of Commerce
Education
- Denison University, Bachelor of the Arts, Economics
Certification
- Chartered Financial Analyst (CFA) charter holder
- Series 7 & 24
