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

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Finance

Investment Management

Steward Partners

Steward Partners' headquarters in Washington, DC, United States

James Gold

Deb Achkire

Beth Sweeney

Hy Saporta

Jeani Winterbourne

Jean Delgado

Peter E. Ruhlin

Kirstie Eustace

Frank Mcdonnell

Nicholas Fiegoli

John Pappas

Ken Neuman

Roberto Martinez

Gregor Maitland

Jason Sussman

Janet L. Robinson

Keith Taylor

Rob Jackowitz

Bob Mulholland

Michael McMahon

Joseph Gleberman

Elizabeth Fisher

Charles Johnston

Andrew Braithwaite

The Leadership Team at Steward Partners oversees the strategic direction and operational effectiveness of the firm. Comprised of senior executives, including the CEO, CFO, and heads of various divisions, this team is responsible for fostering a culture of collaboration, ensuring alignment with the company’s mission to provide comprehensive financial services, and enhancing client relationships across diverse investor segments. They drive key initiatives, manage risk, and ensure the company operates efficiently in a competitive marketplace.

Leadership Team

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

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

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

The Human Resources Team at Steward Partners focuses on fostering a supportive and compliant work environment that empowers employees and aligns with the company's advisory services. They manage recruitment, employee development, compliance, and operational efficiency, ensuring that all team members are positioned to deliver exceptional service to clients while upholding the firm's values of partnership and integrity.

Human Resources Team

The Operations Team at Steward Partners is responsible for streamlining and optimizing processes that support the firm’s advisory services. They ensure regulatory compliance, manage risk, and oversee operational efficiency to maintain a high level of service for family, institutional, and multigenerational investors. With a focus on collaboration and strategic oversight, the team plays a critical role in fostering a seamless client experience.

Operations Team

Steward Partners

Org chart

Board & advisors

Teams

Leadership Team

Wealth Management Team

Corporate Governance Team

Financial Advisory Team

Human Resources Team

Operations Team

Offices

Steward Partners

Org chart

Board & advisors

Teams

Leadership Team

Wealth Management Team

Corporate Governance Team

Financial Advisory Team

Human Resources Team

Operations Team

Offices

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