Malcolm E. Polley, CFA President and Chief Investment Officer
Malcolm oversees the investment process and provides the philosophical underpinning for the Firm’s research and asset management.
Malcolm led the effort to form Stewart Capital Advisors, LLC, an SEC registered investment advisory subsidiary of S&T Bank.
Malcolm began his career in 1987 on Black Monday; and he has held leadership positions with many financial services organizations including S&T Wealth Management, Marquette Trust Company, Marquette Advisory Services, and West Bank.
Malcolm received a BBA in finance from Iowa State University. He holds the Chartered Financial Analyst® designation and is a member and past president of the CFA Society of Pittsburgh. Malcolm has served as adjunct faculty at the Eberly College of Business and Technology at the Indiana University of Pennsylvania. Currently, he is president of Downtown Indiana.
Malcolm often presents to client, community and industry groups; and he has been a frequent guest on various financial and investment programs including Squawk Box, Squawk on the Street, Power Lunch, Closing Bell, Fox Business, Bloomberg TV and Bloomberg Radio. One of those appearances is quoted by Andrew Ross Sorkin in his bestselling book, Too Big to Fail.
Matthew A. DiFilippo, CFA Vice President, Chief Portfolio Strategist
Matt chairs the Investment Policy and Strategy Committee, guiding equity research and portfolio strategy decisions.
Matt focuses his research on healthcare and telecommunications, and he frequently contributes to research in technology. He oversees portfolio team members as they develop their unique opinions on investing opportunities and seek to build portfolio strategies on the basis of return prospects and business quality. As chair of the Investment Policy and Strategy Committee, Matt guides the work and decision-making that produces the Firm’s investment strategies.
Before joining Stewart Capital Advisors, Matt was employed with Mellon Bond Associates, Mellon Financial and Scottsdale Securities. Matt joined S&T Wealth Management in 2001 and was part of the original portfolio team that created Stewart Capital Advisors in 2005.
Matt earned his degree in business administration with a major in finance from Robert Morris University. He holds the Chartered Financial Analyst® designation, and he is a member of the CFA Institute and the Pittsburgh Society of Financial Analysts.
JP (John Paul) Weaver, CFA Vice President, Senior Portfolio Manager
JP supports fixed income research and portfolio strategy decisions and works directly with clients to construct and to manage their investment portfolios.
JP’s research effort is focused on fixed income. With other members of the Investment Policy and Strategy Committee, JP’s work and decision-making guide the Firm’s fixed income strategy and contribute to the Firm’s equity strategies.
Before joining Stewart Capital in July 2017, JP was director of fixed income investments at McGlinn Capital Management, where he managed the fixed income practice. He also was a senior fixed income portfolio manager and director of fixed income research for the Evergreen Asset Management subsidiary of Wells Fargo Bank and was an investment officer and portfolio manager for the One Federal Asset Management subsidiary of Bank of America.
JP holds the Chartered Financial Analyst® designation and is a member of the Philadelphia Society of Financial Analysts.
John Stoddart, CFP, CFA Vice President, Senior Portfolio Manager
John supports research and portfolio strategy decisions as well as works directly with clients to construct and manage their investment portfolios.
Prior to joining Stewart Capital Advisors in 2019, John worked for DNB First Wealth Management as Chief Investment Officer, overseeing all aspects of the investment function. His background is diverse in many aspects of the investment industry, where he served in capacity of shareholder relations, assistant treasurer and senior portfolio manager.
John received a bachelor’s degree in economics and an MBA from West Chester University of Pennsylvania. He holds the Charted Financial Analyst® designation. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Nicholas J. Westrick, CFA Vice President, Senior Portfolio Manager
Nick supports equity research and portfolio strategy decisions and works directly with clients to construct and to manage their investment portfolios.
Nick is the lead analyst for consumer discretionary and technology and often works closely on evaluations of telecommunications companies. With other members of the Investment Policy and Strategy Committee, Nick’s work and decision making contribute to the Firm’s investment strategies.
Prior to joining Stewart Capital Advisors in 2011, Nick was employed as a credit analyst for S&T Bank, and he interned with Stewart Capital Advisors while he pursued his finance degree.
Nick received a bachelor’s degree in finance from Indiana University of Pennsylvania. He also has a bachelor’s degree in sociology from The Ohio State University. Nick holds the Chartered Financial Analyst® designation, and he is a member of the CFA Institute and the Pittsburgh Society of Financial Analysts. Nick holds an advisory series 65 license.
Ashley Filapose Associate Portfolio Manager
Ashley supports portfolio strategy decisions and works directly with clients to construct and to manage their investment portfolios.
Ashley is primarily responsible for the research and analysis of mutual fund investments and for the management of client accounts using mutual funds.
Prior to joining Stewart Capital Advisors in September 2020, Ashley was employed as an expediter at a local healthcare equipment company.
Ashley received a bachelor’s degree in accounting from Seton Hill University.
Helena Rados-Derr Vice President, Chief Operating Officer
Helena is responsible for all aspects of the Firm’s operations and client service.
Helena oversees compliance, investment operations, marketing, and client service.
She joined S&T in March 2005, and worked as a portfolio manager for 11 years with Stewart Capital Advisors. In 2016, she worked as trust investment manager with S&T Wealth Management, where she oversaw the delivery of Stewart Capital investment strategies to trust clients. She also has been instrumental in refining S&T Wealth Management’s compliance and risk management practices.
Helena earned a bachelor’s degree in economics and an MBA with a concentration in finance from Indiana University of Pennsylvania.