What departments does Steward Partners have?

Steward Partners has employees across 2 departments including Marketing, Finance.

What is the largest department at Steward Partners?

The largest department at Steward Partners is Finance with 5 employees.

Where are Steward Partners employees located globally?

Steward Partners has employees across 6 continents and 7 countries including Morocco, Singapore, Qatar, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Steward Partners's team size changed over time?

Steward Partners's team has decreased from approximately 447 to 409 employees based on available data.

Steward Partners Employee Directory

Q: Who are Steward Partners's key employees and leadership?

Steward Partners's key employees include: Partner, Executive Director - Deputy Chief Compliance Officer: J. P., Chief Marketing Officer: G. B., Vice President Senior Divisional Supervisory Officer: R. W.

Financial ServicesConnecticut, United States501-1000 Employees

Steward Partners is an employee-owned, full-service financial services firm that operates as a partnership serving family, institutional, and multigenerational investors. Its advisory teams provide comprehensive wealth planning, investment strategy implementation, and related services such as asset management support, private banking, institutional consulting, international advisory, and business solutions. The company is based in Stamford, Connecticut, and emphasizes delivering tailored service with a strong commitment to high standards.

Securities are offered through Steward Partners Investment Solutions, LLC, a registered broker-dealer, and investment advisory services are provided by Steward Partners Investment Advisory, LLC, an SEC-registered investment adviser; both entities are affiliates within the Steward Partners network. Together, these affiliated entities—Steward Partners Investment Solutions, SPIA, and Steward Partners Global Advisory, LLC—form the Steward Partners organization. The firm targets family, institutional, and multigenerational investors seeking integrated wealth planning and advisory capabilities.

Steward Partners Global Highlights

North America
568

United States Of America
568

Asia
2

Singapore
1
Qatar
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Africa
1

Morocco
1

Oceania
1

Australia
1

Steward Partners's Leadership

G. B.
Chief Marketing Officer
Mobile Phone
Email
R. W.
Vice President Senior Divisional Supervisory Officer
Mobile Phone
Email
J. P.
Partner, Executive Director - Deputy Chief Compliance Officer
Mobile Phone
Email
E. B.
Executive Managing Director - Founding Partner/Wealth Manager
Mobile Phone
Email
C. S.
Partner, Managing Director - Wealth Manager
Mobile Phone
Email
B. C.
Managing Director, Wealth Advisor At Cason Wealth Management
Mobile Phone
Email
C. B.
Wealth Manager, Director, Partner
Mobile Phone
Email
C. B.
Managing Director - Partner - President Of Strategic Growth - South Region
Mobile Phone
Email

Steward Partners Employee Metrics

100%

50%

0%

2026

2025

Operations
Finance
Analytics
Business
Marketing
Other
Human Resources
Administrative
Banking
Program & Project Management
Accounting
Legal

Contact profiles from Steward Partners

Name

Title

Contact

Location

Last Update

E. B.
Executive Managing Director - Founding Partner/Wealth Manager
Mobile Phone
Email
Jul 08, 2026
G. B.
Chief Marketing Officer
Mobile Phone
Email
Oct 16, 2026
C. S.
Partner, Managing Director - Wealth Manager
Mobile Phone
Email
Sep 19, 2026
B. C.
Managing Director, Wealth Advisor At Cason Wealth Management
Mobile Phone
Email
Jun 25, 2026
C. B.
Wealth Manager, Director, Partner
Mobile Phone
Email
Oct 16, 2026
C. B.
Managing Director - Partner - President Of Strategic Growth - South Region
Mobile Phone
Email
Sep 18, 2026
D. E.
Partner, Managing Director And Wealth Manager
Mobile Phone
Email
Sep 17, 2026
D. P.
Managing Director, Wealth Manager
Mobile Phone
Email
Sep 24, 2026
D. P.
Executive Managing Director I Partner I Wealth Manager
Mobile Phone
Email
Sep 14, 2026
J. F.
Executive Managing Director, Wealth Manager, And Founding Partner
Mobile Phone
Email
Oct 01, 2026

Frequently Asked Questions

What is Steward Partners known for?

Steward Partners was founded in 2013 and operates in the Financial Services industry. You can contact Steward Partners's main corporate office by phone at

+1-202-930-****

. Explore Steward Partners's company overview page for more information.

What is Steward Partners's most common email format?

Steward Partners employees' email format typically follows the pattern of First.Last@stewardpartners.com. Trying to find reliable and up-to-date employee contact data? Find more Steward Partners email formats with LeadIQ.

How many employees does Steward Partners have currently?

Steward Partners has approximately 515 employees as of October 2026. These team members are located across 5 continents, including North America, Asia and Europe.

Who are Steward Partners's key employees and leadership?

As of October 2026, Steward Partners's key employees include:

Chief Marketing Officer: G. B.
Vice President Senior Divisional Supervisory Officer: R. W.
Partner, Executive Director - Deputy Chief Compliance Officer: J. P.
Executive Managing Director - Founding Partner/Wealth Manager: E. B.
Partner, Managing Director - Wealth Manager: C. S.

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Steward Partners Employee Directory

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