Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors.

Banking

Delivery

Finance

Investment Management

Steward Partners

Steward Partners' headquarters in Washington, DC, United States

The office focuses on wealth management, finance analysis, and regulatory oversight, serving clients in Austin.

807 Las Cimas Pkwy

This office likely focuses on application development, product strategy, data engineering, and client marketing communications.

73 Grove St

James Gold

Hy Saporta

J. Derek Majkowski

Jeff Gonyo

Russell Meccia

Ed Morenz

Erica Kelly

Deb Achkire

Matthew Zimmerman

Ken Neuman

Frank Mcdonnell

John Pappas

Peter E. Ruhlin

Roberto Martinez

Gregor Maitland

Kirstie Eustace

Jeani Winterbourne

Jason Sussman

Janet L. Robinson

Keith Taylor

Rob Jackowitz

Bob Mulholland

Michael McMahon

Joseph Gleberman

Elizabeth Fisher

Charles Johnston

Andrew Braithwaite

The Wealth Management Team at Steward Partners provides personalized financial advice and investment strategies to family, institutional, and multigenerational clients. Leveraging extensive industry expertise, the team works diligently to manage and grow client assets through tailored financial solutions, risk management, and comprehensive wealth planning. Their collaborative approach ensures that clients receive dedicated support and guidance in achieving their financial goals.

Wealth Management Team

This department handles client administrative services and support, ensuring efficient management of client-related processes.

Client Administration

The Financial Advisory Team at Steward Partners focuses on providing tailored investment strategies and wealth management solutions to meet the unique needs of families, institutions, and multigenerational clients. With a diverse team of experienced professionals, they collaborate to deliver comprehensive financial planning, portfolio management, and advisor support, ensuring clients achieve their long-term financial goals.

Financial Advisory Team

This department oversees high-level strategic decision-making and overall management direction for the organization.

Executive Leadership

This department provides personalized financial advice and investment strategies to clients, helping them manage and grow their wealth.

Wealth Management

The Corporate Governance Team at Steward Partners is responsible for overseeing and ensuring compliance with governance policies and best practices across the organization. This team works collaboratively to guide strategic decision-making, uphold ethical standards, and maintain transparency, while supporting the needs of family, institutional, and multigenerational investors. By fostering strong governance structures, they help safeguard the company’s reputation and long-term sustainability.

Corporate Governance Team

Steward Partners

Org chart

Board & advisors

Teams

Wealth Management Team

Client Administration

Financial Advisory Team

Executive Leadership

Wealth Management

Corporate Governance Team

Offices

Steward Partners

Org chart

Board & advisors

Teams

Wealth Management Team

Client Administration

Financial Advisory Team

Executive Leadership

Wealth Management

Corporate Governance Team

Offices

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