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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

201-500

Links

Org chart

James Gold
CEO
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Joe Faber
CFO
Hy Saporta
President & COO
Jeani Winterbourne
President, Chief Service Strategy Officer & COO
Gregory Banasz
Managing Director - Founding Partner
Mohan Gurupackiam
Chief Information Officer & SVP
Maria Condon
Head Of Business Administration
Kirstie Eustace
Chief Human Resources Officer
Gregor Maitland
Chief Risk Officer
Peter E. Ruhlin
Chief Legal Officer
J. Eric Field
Western Division President
Adriana Depalma
SVP & Market Director
Kristen Murray
SVP & Divisional Business Director
Stanley Sarli
SVP & Divisional Business Director
Timothy Stickney
SVP & Due Diligence Officer
Andrea Dimento
VP, Operations & Risk Administrative Liaison
Brian Oliver
VP, Information Technology
Jeffrey Lazarus
VP & Wealth Manager
Travis Poodiack
VP & Wealth Manager
Matthew L. Madeira
VP & Wealth Manager
Jerry McDonald
VP & Wealth Manager
Michaelyn D. Bortolotti
VP & Wealth Manager
Timothy Davis
MD & Wealth Manager
Hank T. Keegan
VP & Wealth Manager
James Nylund
VP & Wealth Manager
Miguel-Angel Lopez
VP & Wealth Manager
Ed Morenz
VP & Wealth Manager
Eric Beiley
Executive Managing Director, Wealth Manager
Erik Mathieson
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
Michael Drumm
Managing Director & Senior Divisional President, Northeast
Chris Nee
Managing Director, Wealth Manager
Rick A. Fuchs
Managing Director & Wealth Manager
James Fowkes
Managing Director, Wealth Manager
Christopher J. Detmer
Managing Director & Wealth Manager
Ali Mandalinci
Managing Director & Wealth Manager
John Rice
Managing Director & Wealth Manager
Christopher Reaney
Managing Director & Wealth Manager
David Elwood
Managing Director, Wealth Manager
Richard M. Pignone
Managing Director & Wealth Manager
Chris Barton
Managing Director & Senior Divisional President, Central
Aaron I. Brachman
Managing Director, Wealth Manager
Robert M. Baker
Managing Director, Wealth Manager
Ralph C. Good
Managing Director, Wealth Manager
Joann Matthews
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
Steven Bricker
Director & Wealth Manager
Donald Brusca
Director & Wealth Manager
Matt W. Price
Director & Wealth Manager
Richard Godfrey
Director & Wealth Manager
Randy R. Price
Executive Manager Director, Wealth Manager
Frank Mcdonnell
SVP & Chief Product Officer
Roberto Martinez
SVP & Compliance Officer
Christopher Nuhn
SVP & Compliance Officer
Jeff Gonyo
Head of Wealth Management

Board & advisors

Michael McMahon
Chairman
Jason Sussman
Board Member
Janet L. Robinson
Board Member
Bob Mulholland
Board Member
Rob Jackowitz
Board Member
Joseph Gleberman
Board Member
Elizabeth Fisher
Board Member
Charles Johnston
Board Member
Keith Taylor
Board Member
Andrew Braithwaite
Board Member

Teams

+93

Leadership Team

97 people · 0 jobs

+60

Wealth Management Team

64 people · 0 jobs

+20

Corporate Governance Team

24 people · 0 jobs

+13

Financial Advisory Team

17 people · 0 jobs

Human Resources Team

4 people · 0 jobs

Operations Team

4 people · 0 jobs

Offices

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