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Steward Partners

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

Industries

Banking, Delivery

Headquarters

Washington, United States

Employees

Links

Org chart

CEO

James Gold

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CFO

President & COO

Jeani Winterbourne

President, Chief Service Strategy Officer & COO

Managing Director - Founding Partner

Mohan Gurupackiam

Chief Information Officer & SVP

Head Of Business Administration

Kirstie Eustace

Chief Human Resources Officer

Gregor Maitland

Chief Risk Officer

Peter E. Ruhlin

Chief Legal Officer

Western Division President

Adriana Depalma

SVP & Market Director

SVP & Divisional Business Director

SVP, Wealth Manager

SVP & Divisional Business Director

Timothy Stickney

SVP & Due Diligence Officer

Corrado Spezzacatena

SVP, Wealth Manager

Michael J. Germano

SVP, Wealth Manager

SVP & Wealth Manager

SVP & Wealth Manager

SVP & Wealth Manager

SVP & Wealth Manager

VP, Operations & Risk Administrative Liaison

VP, Information Technology

Jeffrey Lazarus

VP & Wealth Manager

Travis Poodiack

VP & Wealth Manager

Matthew L. Madeira

VP & Wealth Manager

VP & Wealth Manager

Michaelyn D. Bortolotti

VP & Wealth Manager

MD & Wealth Manager

VP & Wealth Manager

Andrew Githmark

VP & Wealth Manager

VP & Wealth Manager

Miguel-Angel Lopez

VP & Wealth Manager

VP & Wealth Manager

Executive Managing Director, Wealth Manager

Managing Director & Wealth Manager

Matthew Baltuch

Managing Director & Wealth Manager

Christopher E. Mcadoo

Managing Director & Wealth Manager

Stephen Philleo

Managing Director & Wealth Manager

Wayne McCormick

Managing Director & Wealth Manager

Richard W. Humphrey

Managing Director & Wealth Manager

Rodger Friedman

Managing Director & Wealth Manager

Kenneth S. Neuman

Managing Director & Wealth Manager

Peter O. Frisch

Managing Director & Wealth Manager

David Bernacchia

Managing Director & Wealth Manager

Managing Director & Senior Divisional President, Northeast

Managing Director, Wealth Manager

Managing Director & Wealth Manager

Managing Director, Wealth Manager

Christopher J. Detmer

Managing Director & Wealth Manager

Managing Director & Wealth Manager

Managing Director & Wealth Manager

Christopher Reaney

Managing Director & Wealth Manager

Managing Director, Wealth Manager

Richard M. Pignone

Managing Director & Wealth Manager

Managing Director & Senior Divisional President, Central

Aaron I. Brachman

Managing Director, Wealth Manager

Robert M. Baker

Managing Director, Wealth Manager

Managing Director, Wealth Manager

Executive Director & Senior Divisional Business Director

Rhett Schmedemann

Executive Director & Senior Divisional Business Director

William R. Blake III

Director & Wealth Manager

Keith T. Barberis

Director & Wealth Manager

Director & Wealth Manager

Director & Wealth Manager

Director & Wealth Manager

Richard Godfrey

Director & Wealth Manager

Executive Manager Director, Wealth Manager

Frank Mcdonnell

SVP & Chief Product Officer

Roberto Martinez

SVP & Compliance Officer

Christopher Nuhn

SVP & Compliance Officer

Board & advisors

Michael McMahon

Chairman

Board Member

Janet L. Robinson

Board Member

Board Member

Board Member

Joseph Gleberman

Board Member

Elizabeth Fisher

Board Member

Charles Johnston

Board Member

Board Member

Andrew Braithwaite

Board Member

Teams

Leadership Team

98 members

Wealth Management Team

65 members

Corporate Governance Team

24 members

Financial Advisory Team

17 members

Human Resources Team

4 members

Operations Team

4 members

Offices

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