Steward Partners Executive and Leadership Team

Hiromichi Mizuno, the Chief Executive Officer at Steward Partners, directs the overarching strategy and vision for the employee-owned financial services firm. Mizuno guides the company's expansion and operational excellence, ensuring alignment with the core mission of providing comprehensive wealth management solutions. This leadership role involves fostering the collaborative and transparent culture that defines Steward Partners, driving significant growth within the competitive financial industry. Mizuno's strategic direction supports the firm's commitment to serving families, businesses, and multigenerational investors. The Chief Executive Officer ensures that all initiatives directly contribute to achieving client financial goals and upholding the firm's reputation for excellence. Hiromichi Mizuno's executive oversight is critical to maintaining the firm's independent status and its dedication to advisor success.

Joseph Faber, the Chief Financial Officer at Steward Partners, oversees all financial operations and strategic financial planning for the independent financial services firm. Faber manages the company's fiscal health, ensuring robust financial controls and driving profitability to support the firm's growth trajectory. This critical role involves managing budgets, financial reporting, and investment strategies that align with Steward Partners' commitment to client success and advisor support. The Chief Financial Officer plays a key part in maintaining the firm's employee-owned structure and its culture of transparency. Joseph Faber's financial acumen is vital for sustaining the firm's competitive edge and its ability to offer comprehensive wealth management solutions. Faber's stewardship of financial resources enables the firm to achieve its ambitious growth targets and serve its diverse client base effectively.

Matthew Zimmerman, the President, Strategic Growth Northern Region at Steward Partners, spearheads the expansion and development of the firm's presence across the northern territories. Zimmerman focuses on identifying and capitalizing on new business opportunities, driving revenue growth, and enhancing client relationships within this key geographic area. This leadership position involves cultivating strategic partnerships and ensuring the effective delivery of Steward Partners' comprehensive wealth management solutions. The President, Strategic Growth Northern Region works to embed the firm's collaborative and transparent culture throughout the region. Matthew Zimmerman's efforts are instrumental in achieving the firm's overall growth objectives and solidifying its reputation as a premier independent financial services provider. Zimmerman's strategic initiatives directly support the firm's mission to empower families and businesses.

Jason Bourgo, the President, Strategic Growth Region (East) at Steward Partners, directs the strategic expansion and market penetration within the eastern United States. Bourgo is responsible for cultivating new client relationships and driving significant revenue growth across this vital territory. This executive role involves implementing tailored wealth management strategies that align with the diverse needs of families and businesses in the region. The President, Strategic Growth Region (East) champions the firm's employee-owned model and its culture of collaboration and excellence. Jason Bourgo's leadership ensures that Steward Partners continues to attract top-tier advisors and deliver exceptional service, reinforcing its position in the competitive financial services landscape. Bourgo's focus on strategic development directly contributes to the firm's overall success and client satisfaction.

Dean Martin, the President & Founder at Steward Partners, established the firm with a vision for an independent, employee-owned financial services company. Martin provides foundational leadership and strategic direction, ensuring the company upholds its core values of collaboration, transparency, and excellence. This role involves guiding the firm's long-term vision and fostering a culture that attracts and retains top financial advisors. The President & Founder plays a crucial part in shaping the firm's growth strategy and its commitment to delivering comprehensive wealth management solutions to families and businesses. Dean Martin's entrepreneurial spirit and dedication are central to Steward Partners' success and its significant expansion within the industry. Martin's ongoing influence is key to maintaining the firm's unique identity and client-centric approach.

Michael Drumm, the Divisional President at Steward Partners, leads a specific division within the firm, driving its strategic objectives and operational performance. Drumm focuses on enhancing the division's contribution to Steward Partners' overall growth and its mission of providing comprehensive wealth management solutions. This executive position involves fostering a culture of collaboration and excellence within the division, ensuring alignment with the firm's core values. The Divisional President plays a crucial role in client acquisition and retention efforts within their designated area. Michael Drumm's leadership is instrumental in achieving targeted growth and maintaining the firm's reputation for exceptional service in the competitive financial industry. Drumm's strategic oversight supports the firm's expansion and client success.

Gregory Banasz, the Chief Marketing Officer at Steward Partners, architects and executes the firm's comprehensive marketing and brand strategy. Banasz drives initiatives to enhance Steward Partners' market presence and communicate its value proposition as a leading independent financial services firm. This role involves developing targeted campaigns that resonate with families, businesses, and multigenerational investors, highlighting the firm's wealth management solutions and collaborative culture. The Chief Marketing Officer ensures consistent brand messaging across all platforms, supporting the firm's significant growth objectives. Gregory Banasz's leadership in marketing is essential for attracting top advisors and clients, reinforcing the firm's commitment to transparency and excellence in a competitive industry. The strategic deployment of marketing resources under Banasz's direction directly contributes to client acquisition and retention efforts.

Peter Ruhlin, the Chief Legal Officer Head of Strategic Initiatives at Steward Partners, oversees all legal affairs and spearheads critical strategic growth projects for the firm. Ruhlin ensures compliance with regulatory standards and manages the legal framework supporting Steward Partners' comprehensive wealth management solutions. This dual role involves providing expert legal counsel while also driving forward key initiatives that enhance the firm's market position and operational efficiency. The Chief Legal Officer Head of Strategic Initiatives plays a vital part in maintaining the firm's transparent and collaborative culture. Peter Ruhlin's strategic insights are essential for navigating complex legal landscapes and identifying new avenues for expansion, supporting the firm's commitment to serving families and businesses effectively. Ruhlin's leadership ensures robust governance and forward-thinking development.

Erica Ricketts, the Senior Vice President and Manager, Operations at Steward Partners, directs the firm's operational efficiency and service delivery. Ricketts oversees the day-to-day functions that support Steward Partners' comprehensive wealth management solutions, ensuring a seamless experience for clients and advisors. This leadership role focuses on optimizing processes and implementing best practices to maintain the firm's high standards of excellence and collaboration. The Senior Vice President and Manager, Operations plays a key part in scaling the firm's infrastructure to support significant growth. Erica Ricketts's operational expertise is critical for upholding the firm's commitment to transparency and client satisfaction, reinforcing its position as a leading independent financial services provider. Ricketts's management ensures smooth execution of strategic objectives.

Connor Eppel, the PresidentnStaff AccountantnSteward Partners Global Advisoryn100 Campus Drive, Suite 110nFlorham Park at Steward Partners, manages critical accounting functions and contributes to the firm's strategic financial operations. Eppel ensures the accuracy and integrity of financial records, supporting the firm's commitment to transparency and operational excellence. This role involves detailed financial analysis and reporting, crucial for Steward Partners' growth and its ability to provide comprehensive wealth management solutions. The PresidentnStaff AccountantnSteward Partners Global Advisoryn100 Campus Drive, Suite 110nFlorham Park plays a part in maintaining the firm's collaborative culture. Connor Eppel's dedication to financial precision is vital for supporting the firm's expansion and its mission to serve families and businesses effectively. Eppel's work underpins the firm's financial stability and strategic planning.