Steward Partners Executive and Leadership Team

Hiromichi Mizuno, the Chief Executive Officer at Steward Partners, directs the firm's overall strategic vision and operational execution. Mizuno guides the company's expansion and market positioning within the competitive financial services landscape. This leadership involves aligning the firm's employee-owned structure with its growth objectives, ensuring a culture of collaboration and excellence permeates all levels of the organization. Mizuno's focus centers on enhancing the comprehensive wealth management solutions offered to families, businesses, and multigenerational investors. By driving innovation in service delivery and fostering strong relationships with top-tier advisors, Hiromichi Mizuno ensures Steward Partners maintains its trajectory of significant growth and upholds its commitment to client financial goal achievement.

Joseph Faber, the Chief Financial Officer at Steward Partners, oversees all financial operations and strategic financial planning. Faber manages the firm's fiscal health, ensuring robust financial controls and driving profitability. This role involves detailed analysis of financial performance, resource allocation, and capital management to support the company's ambitious growth targets. Faber's responsibilities extend to managing investor relations and securing the financial stability necessary for Steward Partners' independent, employee-owned model. By optimizing financial strategies and mitigating risks, Joseph Faber ensures the firm's capacity to deliver comprehensive wealth management solutions effectively. Faber's oversight guarantees that financial decisions directly support the achievement of client goals and the firm's long-term success.

Michael Wiginton, the President at Steward Partners, drives the firm's strategic initiatives and operational excellence across key business units. Wiginton's leadership focuses on enhancing the delivery of comprehensive wealth management solutions and fostering the collaborative, employee-owned culture that defines Steward Partners. This role involves close collaboration with other executive leaders to ensure seamless integration of services, including wealth planning, private banking, and institutional consulting. Wiginton is instrumental in translating the firm's mission into actionable strategies that support significant growth and client success. By championing operational efficiencies and promoting a client-centric approach, Michael Wiginton ensures Steward Partners consistently meets the evolving financial needs of families and businesses.

Matthew Zimmerman, the President, Strategic Growth Northern Region at Steward Partners, spearheads the expansion and development of the firm's presence across northern territories. Zimmerman focuses on identifying and capitalizing on new market opportunities, driving revenue growth, and strengthening relationships with advisors and clients in the region. This leadership role involves implementing tailored strategies that resonate with the specific needs of families and businesses within the northern market. Zimmerman's efforts are key to extending Steward Partners' comprehensive wealth management solutions and its collaborative, employee-owned culture. By fostering strategic partnerships and enhancing service delivery, Matthew Zimmerman ensures robust growth and client satisfaction throughout the Northern Region.

Michael Drumm, the Divisional President at Steward Partners, leads strategic initiatives and operational oversight for a designated division of the firm. Drumm focuses on driving growth and enhancing the delivery of comprehensive wealth management solutions to families, businesses, and multigenerational investors within the division. This leadership position involves fostering a culture of collaboration and excellence, aligning divisional objectives with the overarching goals of Steward Partners' employee-owned structure. Drumm's expertise is crucial in navigating market complexities and identifying opportunities for expansion. By championing client-centric strategies and operational efficiencies, Michael Drumm ensures the division contributes significantly to the firm's sustained success and its reputation for transparency.

Jason Bourgo, the President, Strategic Growth Region (East) at Steward Partners, directs the firm's strategic expansion and business development across its eastern territories. Bourgo is responsible for identifying and cultivating new market opportunities, driving revenue growth, and strengthening relationships with advisors and clients throughout the East. This leadership role involves implementing targeted strategies designed to meet the unique financial needs of families and businesses in the region. Bourgo's focus on extending Steward Partners' comprehensive wealth management solutions and its collaborative, employee-owned ethos is paramount. By forging strategic alliances and optimizing service delivery, Jason Bourgo ensures significant growth and client satisfaction across the Eastern Region.

Dean Martin, the President & Founder at Steward Partners, established the firm with a vision for an independent, employee-owned financial services company. Martin continues to shape the firm's strategic direction and uphold its core values of transparency and collaboration. This foundational role involves guiding the company's growth trajectory and ensuring its comprehensive wealth management solutions effectively serve families, businesses, and multigenerational investors. Martin's leadership is critical in maintaining the unique culture that attracts top advisors and fosters client trust. By championing innovation and client-centricity, Dean Martin ensures Steward Partners remains at the forefront of the financial services industry, driving sustained success and achieving ambitious growth objectives.

Gregory Banasz, the Chief Marketing Officer at Steward Partners, architects the firm's comprehensive marketing and brand strategy. Banasz drives market penetration and client acquisition by developing targeted campaigns that highlight Steward Partners' unique value proposition as an employee-owned, independent financial services firm. This leadership position involves overseeing all aspects of brand communication, digital presence, and market research to effectively reach families, businesses, and multigenerational investors. Banasz's efforts are crucial in cultivating the firm's reputation for transparency and collaboration. By translating the company's growth and service offerings into compelling market narratives, Gregory Banasz ensures Steward Partners remains a preferred choice for top advisors and clients seeking robust wealth management solutions.

Erica Ricketts, the Senior Vice President and Manager, Operations at Steward Partners, directs the firm's day-to-day operational functions and process optimization. Ricketts ensures the efficient and effective delivery of comprehensive wealth management solutions, supporting the firm's commitment to excellence and transparency. This critical role involves managing the infrastructure that enables top advisors to serve families, businesses, and multigenerational investors seamlessly. Ricketts' focus on operational scalability and risk management is vital for Steward Partners' sustained growth in a dynamic financial services market. By streamlining workflows and implementing best practices, Erica Ricketts enhances the client experience and reinforces the firm's reputation for reliability and superior service.

Connor Eppel, the PresidentnStaff AccountantnSteward Partners Global Advisoryn100 Campus Drive, Suite 110nFlorham Park at Steward Partners, manages critical financial functions and operational oversight within the Florham Park location. Eppel's responsibilities encompass ensuring accurate financial reporting and contributing to the strategic financial planning that supports the firm's growth objectives. This role is integral to maintaining the high standards of service expected by families, businesses, and multigenerational investors. Eppel's dedication to operational efficiency and financial integrity reinforces Steward Partners' commitment to transparency and excellence. By diligently managing accounting processes and supporting regional initiatives, Connor Eppel contributes significantly to the firm's overall success and its capacity to deliver comprehensive wealth management solutions.