Tune in to Bloomberg TV this Wednesday! Jim Gold, CEO of Steward Partners, will join Bloomberg Markets: The Close on Wednesday, October 21, to discuss the wave of mergers and acquisitions reshaping the wealth management industry. From increasing private equity interest to the growing number of transactions happening outside traditional reporting channels, Jim will share his perspective on why the true volume of RIA M&A activity may be significantly higher than reported. 📺 Watch live on Bloomberg TV during the 4 PM ET hour! Exact interview time to be announced. Tune in here: https://ow.ly/2ZvG50ZZ2Sk #StewardPartners #BloombergTV #WealthManagement #MergersAndAcquisitions
Steward Partners
Financial Services
Stamford, Connecticut 25,061 followers
Steward Partners - We're not just partners, we're family!
About us
Steward Partners 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 are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.
- Website
-
http://www.stewardpartners.com
External link for Steward Partners
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Stamford, Connecticut
- Type
- Partnership
- Founded
- 2013
- Specialties
- Wealth Management, Institutional Consulting, Asset Management, International Advisory, Family Office, and Financial Planning
Locations
Employees at Steward Partners
Updates
-
Steward Partners is heading to New York City for the Advisors to Watch Summit! On Wednesday, October 21, two of our leaders will take the stage for conversations on key topics shaping the wealth management industry. 11:40 AM | Jeffrey Gonyo, Head of Wealth Management, will discuss “Succession Planning: Wealth Management’s Definition of a Talent Crisis.” 1:00 PM | Gregory Banasz, Chief Marketing Officer, will moderate the panel “The State of the Acquisition Marketplace,” exploring the evolving M&A landscape. We look forward to a great day of conversations and industry insights! #StewardPartners #AdvisorsToWatch #WealthManagement #SuccessionPlanning #MergersAndAcquisitions
-
-
Stay connected to the conversations shaping the future of wealth management. From industry insights and thought leadership to the latest firm news and milestones, we're sharing the people, perspectives and ideas driving Steward Partners forward. Follow Steward Partners for fresh perspectives, meaningful updates and a closer look at what we're building. #StewardPartners #WealthManagement #FinancialAdvisors #IndustryInsights
-
-
You don't need a problem to ask bigger questions. Many founders assume important business decisions begin when something breaks. For Jack Elgin, that wasn't the case. "There was no big issue facing us at that point in time, but we thought it was a good time to stick our head up and look around." Sometimes the best time to explore isn't when something is wrong. It's before you need to. 🎥 Watch Jack's story. #StrategicGrowth #FounderMindset #Leadership #FinancialAdvisors
-
Scott Danner of Steward Partners will take the stage in Salt Lake City next week as the keynote speaker for ACQUICON 2026! Scott will open Day 1 with his keynote, “Ownership Shift - Building Businesses That Become Wealth Architecture.” This national conference brings together business operators, capital providers and M&A professionals to explore acquisitions, enterprise value creation, scaling and successful exits. We look forward to Scott helping kick off the conversation! #StewardPartners #Leadership #MergersAndAcquisitions
-
-
In the latest Barron's Advisor Big Q, Jeffrey Gonyo, Head of Wealth Management at Steward Partners, highlights the importance of looking beyond net new advisory assets to also evaluate net new revenue, providing a more complete picture of business performance. By taking a closer look at these metrics, Steward Partners helps advisors understand what's driving their results, identify opportunities for growth and make more informed decisions about the future of their businesses. Read Jeff’s insights and the full article: https://ow.ly/Hk5t50ZWWbZ #StewardPartners #AdvisorsInTheNews #WealthManagement #FinancialAdvisors #PracticeManagement
-
-
Culture Is the Strategy - Building a Firm People Want to Join. At Steward Partners, we believe a strong culture is built on more than shared values. It's about giving people a voice, a sense of ownership and the opportunity to help shape the future of the firm. In the latest episode of Views from 6,230, Kirstie Eustace, Chief Administrative Officer at Steward Partners, joins host Ryan Nauman to discuss how our “built by us, for us” philosophy shapes the way we attract talent, develop leaders and grow while staying true to the values that brought us together. From shared ownership and advisor-focused decision-making to creating an environment where people feel supported and empowered, Kirstie shares what makes Steward's partnership-driven culture different. Listen to the full podcast: https://ow.ly/5AQu50ZWpeP Interested in learning more about Steward Partners? Follow our page for insights into our people, culture and the future of wealth management. #StewardPartners #WealthManagement #Leadership #CompanyCulture
-
-
Jeffrey Gonyo, Head of Wealth Management at Steward Partners, will take the stage at Markets Group's Private Wealth US Fall Retreat for a conversation on practice management and leadership in today’s evolving wealth management industry. As a panelist Jeff will join fellow industry leaders to discuss strategies for building stronger, more sustainable practices - from scaling operations and developing high-performing teams to enhancing the client experience and supporting long-term growth. We’re looking forward to Jeff representing Steward Partners in the conversation. #StewardPartners #WealthManagement #PracticeManagement #Leadership #FinancialAdvisors
-
-
What would you change if you didn't have to start over? Most successful founders aren't looking to rebuild everything. They have loyal clients, strong teams, and businesses worth protecting. But protecting what works doesn't mean everything has to stay the same. A better question might be: What could change without losing what already works? What is one thing you'd change if you knew everything important could stay intact? #StrategicGrowth #FounderMindset #Leadership #WealthManagement #FinancialAdvisors
-
-
Financial strain and uncertainty around retirement aren’t limited to any one income level. Leah Schwarz, CFP®, WMS™, CRPC®, MBA, Managing Director of Perspective Wealth at Steward Partners, recently spoke with Financial Planning about the financial pressures she’s seeing among clients and the important role advisors can play in helping them stay focused on their long-term plans. Read Leah’s perspective and the full article: https://ow.ly/8frH50ZV45M #StewardPartners #AdvisorsInTheNews #RetirementPlanning #WealthManagement #FinancialAdvisors
-
