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

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James Gold

CEO

James Gold

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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

Joshua Mauer

SVP, Wealth Manager

Stanley Sarli

SVP & Divisional Business Director

Timothy Stickney

SVP & Due Diligence Officer

SVP, Wealth Manager

SVP, Wealth Manager

SVP, Wealth Manager

SVP & Wealth Manager

SVP & Wealth Manager

SVP & Wealth Manager

SVP, Wealth Manager

SVP & Wealth Manager

VP, Operations & Risk Administrative Liaison

Fern Fergus

VP & Divisional Administrative Assistant

Michael Heath

VP & Supervisory Analyst

Christine Mollenshott

VP & Divisional Administrative Assistant, Central & Western Division

Brian Oliver

VP, Information Technology

Braedy Taugher

VP & Business Analyst

Jeffrey Lazarus

VP & Wealth Manager

Theresia Ennen-Herrmann

Vice President, Wealth Manager

David York

VP & Client Administrative Manager

Amanda Crawley

VP & Client Administrative Manager

Shayla Copeland

VP & Senior Client Administrative Manager

Kathleen M. McCreadie

VP & Senior Client Administrative Manager

Dana Olivar

VP & Senior Client Administrative Manager

Jacqueline D. Gervais

VP & Senior Registered Administrative Manager

Brittany Long

VP & Senior Registered Client Administrative Manager

Tamara Rasum

VP & Senior Registered Client Administrative Manager

Christine Balfour

VP & Senior Registered Client Administrative Manager

Melissa Mulloy-Mecozzi

VP & Senior Registered Client Administrative Manager

Tobe C. Reed

VP & Senior Wealth Management Associate

Sharon M. Pollard

VP & Senior Wealth Management Associate

Vera Reich

VP & Sr. Registered Client Administrative Manager

Travis Poodiack

VP & Wealth Manager

Maria C. Licini

VP, Client Relationship Manager

Matthew L. Madeira

VP & Wealth Manager

Jerry McDonald

VP & Wealth Manager

Michaelyn D. Bortolotti

VP & Wealth Manager

Joshua Holt Sr.

VP, Wealth Manager

Michael Carilli

VP & Senior Registered Client Administrative Manager

Kaitlyn E. Ramsay

VP, Wealth & Portfolio Specialist

Timothy Davis

MD & Wealth Manager

Erica Kelly

VP & Wealth Management Associate

Jessica Lapollo

VP & Senior Wealth Management Associate

Anita Humphrey

VP, Wealth Manager Associate

Hank T. Keegan

VP & Wealth Manager

Bradford Coyle Jr.

VP, Portfolio Management Associate

Lorraine Dickman

VP, Senior Wealth Management Associate

VP, Wealth Manager

VP & Wealth Manager

VP & Wealth Manager

VP & Wealth Manager

VP, Client Administrative Manager

Ed Morenz

VP & Wealth Manager

Rebecca O’bryon

VP, Client Administrative Manager

Anthony Mandile

AVP

Eric Beiley

Executive Managing Director, Wealth Manager

Erik Mathieson