Karlene Stewart
InvestorManaging Director and Chief Financial Officer at Newport LLC · Director of Investor Experience at Satori Capital
Dallas-Fort Worth Metroplex
Find your path to Karlene
710 people in our graph share verified history with Karlene — schools, employers, funds. One of them is your warm intro.
About
Karlene Stewart is Managing Director, Chief Financial Officer, and a board member at Newport LLC, which she joined in 2012, where she advises CEOs and owners of middle market companies as a board member and business advisor. She previously spent her early career at Ernst & Young, serving as a partner in tax, audit, and consulting roles specializing in real estate and publicly traded entities, and as the firm's Global Director of the Real Estate and Construction Industry, later working with Concern Worldwide on maternal and child health projects funded by the Bill and Melinda Gates Foundation. She is a licensed attorney, CPA, and Chartered Accountant in California, and has been a contributing author for Forbes since 2014.
Experience
- Satori CapitalDirector of Investor Experiencecurrent2022 — present
- Satori CapitalInvestor Experience Manager2020 — 2022Dallas/Fort Worth Area
- Satori CapitalInvestor Experience Senior Analyst2018 — 2020Dallas/Fort Worth Area
- PwCSenior Associate, Transaction Services - Capital Markets & Accounting Advisory Services (CMAAS)2015 — 2018Dallas/Fort Worth Area
- FASBPostgraduate Technical Assistant2014Norwalk, CT
- Bulle Rock CapitalIntern2013Dallas, TX
- BNSF RailwayForecast & Close Intern2012Fort Worth, TX
- Ernst & YoungAssurance Intern2012Dallas, TX
- Bank of TexasCommercial Banking Intern2011
- Q InvestmentsTrading Intern2010
Skills & more
- Certified Public Accountant (CPA) — Texas State Board of Public Accountancy
- Microsoft® Certified Application Specialist – Excel, PowerPoint, and Word
From Karlene's professional profile.
Colleagues at Newport LLC
Frequently asked questions
- Who is Karlene Stewart?
- Karlene Stewart is Managing Director, Chief Financial Officer, and a board member at Newport LLC, which she joined in 2012, where she advises CEOs and owners of middle market companies as a board member and business advisor. She previously spent her early career at Ernst & Young, serving as a partner in tax, audit, and consulting roles specializing in real estate and publicly traded entities, and as the firm's Global Director of the Real Estate and Construction Industry, later working with Concern Worldwide on maternal and child health projects funded by the Bill and Melinda Gates Foundation. She is a licensed attorney, CPA, and Chartered Accountant in California, and has been a contributing author for Forbes since 2014.
- Where does Karlene Stewart work?
- Karlene Stewart is Managing Director and Chief Financial Officer at Newport LLC.
- Where did Karlene Stewart go to school?
- Karlene Stewart studied at TCU Neeley School of Business (Master of Accounting); TCU Neeley School of Business (Bachelor of Business Administration (B.B.A.), Accounting & Finance); Lincoln East High School.
Same school
Also attended TCU Neeley School of Business29
.png)
+ 23 more
Shared employers
Also worked at Satori Capital23
+ 17 more
Also worked at PwC1,870
+ 1,864 more
