AI Prospecting for Steward Partners Global Advisory
Company data:
Company size:
192 employeesWebsite URL:
https://www.stewardpartners.com/Industry
Financial ServicesHeadquarters:
Washington, D.C., USAInvestment round:
N/AARR:
N/ALatest news about Steward Partners Global Advisory
Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates
Steward Partners added over $1 billion in new client assets in the first two months of 2024, recruiting 14 advisors, including teams from J.P. Morgan, Wells Fargo, and the acquisition of Seven Arrows Financial. The firm also established new offices in Nashville and Kennesaw, Georgia[1][2][5].
Steward Partners elevated multiple executives in 2024, with Jeff Gonyo named Head of Wealth Management, Eustace as Chief Administrative Officer, and Condon as Chief of Staff. The firm also acquired Monaco Capital and Saling Simms, adding five advisors and $488 million in client assets[4][5].
Steward Partners was named to the 2024 Inc. 5000 list, honoring America's fastest-growing private companies, and earned the #18 spot on Barron's Top 100 RIA Firms list. Additionally, 23 of its wealth managers were recognized on Forbes' 2024 List of Best-In-State Wealth Advisors[4].
Open job positions at Steward Partners Global Advisory
This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.
Divisional Business Director
Client Administrative Manager
Compliance Analyst
