Stewart Carlin

Stewart has over a decade of investment banking and corporate finance experience, and he is based out of Bundy Group’s New York office. He brings to the team a decade of strategic, operational and investment banking experience across multiple industries, including Healthcare, Controls & Automation, Technology, and Cybersecurity.

Prior to joining Bundy Group, Stewart served as Chief Financial Officer of Impesa, a growth-oriented financial technology firm. During his leadership tenure, he was responsible for driving the financial strategy and capitalizing the company for expansion throughout the United States and Latin America.

Over the course of his career, Stewart has fulfilled key strategy roles for growth companies and Fortune 500 companies alike, with corporate finance experience at Johnson & Johnson Innovation, Coty, and Neal Communities. He has also worked with Houlihan Lokey’s Mergers & Acquisitions group in New York.

Stewart graduated from the University of Notre Dame, with a Bachelor of Business Administration in Finance. While at Notre Dame, he was a member of the Fighting Irish Division I hockey team that competed for a National Championship. Stewart is a CFA Charterholder and is a graduate of the Johnson & Johnson Finance Leadership Development Program. He is FINRA Series 7, 63, and 79 registered with Bundy Group Securities, LLC, member FINRA.

Outside of work, Stewart enjoys spending time with his wife and three children, playing hockey and being out on the water.