Stuart M. Miller, CFP®, ChFC®, CLU®

Stuart M. Miller, CFP®, ChFC®, CLU®

Principal

Stu graduated from Carnegie Mellon with a BS in business and spent three years at the Graduate School for Public and International Affairs at the University of Pittsburgh working on a Ph.D. in public finance.

Stu and his wife of 47 years, Linda, have two sons, two daughters-in-law, and five grandchildren. One family lives in Mt. Lebanon and one in Ossining, New York. Stu and Linda agree that the two seminal events in the Miller family was raising their children on Wellesley Road in Highland Park and spending 15 consecutive summers attending the Deer Valley YMCA camp. They have spent the past 30 years in Fox Chapel and now also own a condo in Naples, Florida.

Stu has many hobbies, including tennis, reading, and adult studies in history, cultural development, and in particular as related to Jewish history and development. Stu often quips that his primary hobby is “board member.” He has had extensive participation in not-for-profit boards and in most cases as an officer. He is the chairman emeritus of the Board of East End Cooperative Ministry, the past president of the Pittsburgh Public Theater and has been on the board of the Cultural Trust, the Pittsburgh Opera, Family Services of Western Pennsylvania, Temple Sinai, and the Fox Chapel Racquet Club.

He started his financial services career 43 years ago specializing in planning for closely held business, including succession planning, estate planning, and fringe benefit planning. In 1992, he joined a regional financial advisory firm and became a senior stockholder. In 2003, he was instrumental in spinning out the high-net-worth practice of that firm and created a new firm specializing in counseling high-net-worth individuals. MillerMcCurry is a further specialization. (See the Philosophy tab.) He is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations.