Steward Partners

Finance · Connecticut, United States · 501-1,000 Employees

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Overview

Headquarters

400 Atlantic St Fl 10, Stamford, Connect...

Phone Number

(866) 694-7769

Website

www.stewardpartners.com

Revenue

$309.3 Million

Industry

Finance Securities Trading Lending & Brokerage

About Steward Partners

Steward Partners is a full-service, employee-owned, independent financial services firm representing some of the U.S.'s top advisors. The firm provides comprehensive wealth management solutions for families, businesses, and multigenerational investors. Since its establishment, Steward Partners has cultivated a positive and transparent culture of collaboration and excellence, driving significant growth in a competitive industry. Its services include wealth planning, private banking, institutional consulting, and business solutions, supporting clients in achieving their financial goals.Explore more
Steward Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Steward Partners Org Chart

TM
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Travis Munro

Managing Director

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JF
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Joe Faber

Chief Financial Officer

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Gregory Banasz, Chief Marketing Officer at Steward Partners
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Gregory Banasz

Chief Marketing Officer

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JM
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Joseph Monaco

President

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Matthew Zimmerman, President, Strategic Growth Northern Region at Steward Partners
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Matthew Zimmerman

President, Strategic Growth Northern Region

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CE
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Connor Eppel

PresidentnStaff AccountantnSteward Partners G...

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Erica Ricketts

Senior Vice President and Manager, Operations

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DM
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Dean Martin

President & Founder

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JB
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Jason Bourgo

President, Strategic Growth Region (East)

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Kirstie Eustace, Chief Administrative Officer at Steward Partners
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Kirstie Eustace

Chief Administrative Officer

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Peter Ruhlin, Chief Legal Officer Head of Strategic Initiatives at Steward Partners
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Peter Ruhlin

Chief Legal Officer Head of Strategic Initiat...

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Kellie Gold

Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Steward Partners

$309.3M
501-1,000
Private
$720M
2013
TM
Travis MunroManaging Director
Janney
$1.1B
1K - 5K
Private
-
1832
JR
John RowanManaging Director
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$876.5M
1K - 5K
Private
-
1985
JL
Jeffrey LokkenCEO
PGIM
$721.8M
1K - 5K
Public
$600M
1875
GH
Gary HorbaczManaging Director
Manning & Napier
$147M
201-500
Private
$150M
1970
JW
Joseph WildCEO
Kingsview Asset Managment
$100.5M
51-200
Private
-
2014
JL
Joshua LewisChairman & CEO
Centaurus Financial
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1992
Robert Castaneda, Senior Vice President - Chief Information Officer at Centaurus Financial
Robert CastanedaSenior Vice President - Chief Information Officer
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Steward Partners Tech Stack

A closer look at the technologies used by Steward Partners

WordPress.org

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reCAPTCHA

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Google
PHP

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PHP
Cloudflare Website Optimization

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Cloudflare
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Frequently Asked Questions Regarding Steward Partners

What is Steward Partners's official website?
Steward Partners's official website is www.stewardpartners.com What is Steward Partners's Revenue?
Steward Partners's revenue is $309.3 Million What is Steward Partners's SIC code?
Steward Partners's SIC: 62,628 What is Steward Partners's NAICS code?
Steward Partners's NAICS: 52,523 How many employees does Steward Partners have?
Steward Partners has 501-1,000 employees What industry does Steward Partners belong to?
Steward Partners is in the industry of: Finance, Securities Trading, Lending & Brokerage What is Steward Partners competition?
Steward Partners top competitors include: Kingsview Asset Managment, Centaurus Financial, Mercer Advisors, PGIM What companies has Steward Partners acquired?
Steward Partners has acquired the companies: Wisdom Rock, Jazz Wealth Managers, Longbridge Wealth Advisors, Umpqua Investments What technology does Steward Partners use?
Some of the popular technologies that Steward Partners uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization Who is the CFO of Steward Partners?
Steward Partners's CFO is Joe Faber How do I contact Steward Partners?
Steward Partners contact info: Phone number: (866) 694-7769 Website: www.stewardpartners.com What does Steward Partners do?

Steward Partners is a full-service, employee-owned, independent financial services firm representing some of the U.S.'s top advisors. The firm provides comprehensive wealth management solutions for families, businesses, and multigenerational investors. Since its establishment, Steward Partners has cultivated a positive and transparent culture of co... llaboration and excellence, driving significant growth in a competitive industry. Its services include wealth planning, private banking, institutional consulting, and business solutions, supporting clients in achieving their financial goals.Read More

 What are Steward Partners social media links?
Steward Partners Linkedin page Steward Partners Twitter page Steward Partners Facebook page Who invested in Steward Partners?
Steward Partners has 7 investors including Cynosure Investment Partners, The Pritzker Organization, PPP and The Cynosure Group. Is Steward Partners a public company?
Steward Partners is private company therefore does not currently have an official ticker symbol
See more information about Steward Partners

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