Steward Partners Employee Directory

Financial ServicesNew York, United States201-500 Employees

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors.  Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. 

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.

For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.

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Steward Partners Global Highlights

North America
507

United States Of America
507

Europe
3

Sweden
1
United Kingdom Of Great Britain And Northern Ireland
1
Switzerland
1

Oceania
2

Australia
2

Africa
1

Morocco
1

Steward Partners's Leadership

R. G.
Chief Compliance Officer
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J. F.
Chief Financial Officer
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J. G.
Ceo
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G. B.
Managing Director - Founding Partner
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J. W.
Deputy Chief Operating Officer, Partner
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O. A.
Partner, Vice President - Compliance Analyst
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J. B.
Partner, Vice President - Senior Divisional Supervisory Officer
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D. I.
Managing Director, Founding Partner, Wealth Manager
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Steward Partners Employee Metrics

100%

50%

0%

2024

2023

Operations
Finance
Analytics
Business
Marketing
Other

Contact profiles from Steward Partners

Name

Title

Contact Info

Location

Last Update

B. J.
Partner Director Wealth Manager
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Email
United StatesOregon
Jul 09, 2024
B. T.
Partner, Senior Vice President, Operations Manager
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United StatesUtah
Jul 09, 2024
B. B.
Partner, Vice President & Senior Registered Client Administrative Manager
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Email
United StatesMassachusetts
Jul 07, 2024
C. R.
Partner, Client Administration Manager
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United StatesOregon
Jul 07, 2024
C. K.
Managing Director, Partner
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Email
Sep 17, 2024
C. B.
Wealth Manager, Director, Partner
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Email
Sep 17, 2024
C. D.
Wealth Manager | Managing Director | Founding Partner
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United StatesDistrict of Columbia
Jul 07, 2024
C. R.
Founding Partner, Managing Director And Wealth Manager
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Email
United StatesNew Hampshire
Sep 17, 2024
C. O.
Partner - Vice President
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Email
Jul 07, 2024
C. L.
Partner, Senior Vice President, Wealth Manager
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Email
Jul 08, 2024

Frequently Asked Questions

What is Steward Partners known for?

Steward Partners was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 140 East 45th Street 36th Floor New York, NY 10017 US; you can contact the 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 . 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 391 employees as of September 2024. These team members are located across 4 continents, including North AmericaEuropeOceania.

Who are Steward Partners's key employees and leadership?

As of September 2024, Steward Partners's key employees include:

Chief Compliance Officer: R. G.
Chief Financial Officer: J. F.
Ceo: J. G.
Managing Director - Founding Partner: G. B.
Deputy Chief Operating Officer, Partner: J. W.

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