Steward Partners Executive and Leadership Team

Joe Faber, the Chief Financial Officer at Steward Partners, manages the firm's fiscal health and long-term financial planning. Faber architects robust budgeting and forecasting models that support the firm's strategic growth objectives. By overseeing capital allocation and financial reporting, the Chief Financial Officer ensures transparency and regulatory compliance across all business units. Joe Faber collaborates with the executive team to evaluate investment opportunities and assess the financial viability of new service offerings. This leadership role involves maintaining strong relationships with financial partners and stakeholders to secure the firm's capital structure. Through the implementation of rigorous internal controls, the Chief Financial Officer mitigates risk and enhances operational efficiency. Faber drives financial performance by identifying cost-saving measures and optimizing revenue streams. Ultimately, the Chief Financial Officer provides the fiscal foundation necessary for the firm to deliver high-quality wealth management and business solutions to its diverse client base.

Matthew Zimmerman, the President, Strategic Growth Northern Region at Steward Partners, directs expansion efforts across the northern territories. Zimmerman architects regional growth strategies that attract top-tier financial advisors to the firm's independent platform. By overseeing business development and regional market penetration, the President, Strategic Growth Northern Region ensures the firm's services reach a broader client base. Matthew Zimmerman collaborates with national leadership to align regional initiatives with the firm's overarching mission of transparency and excellence. This leadership role involves identifying and recruiting high-performing advisory teams to strengthen the firm's presence in key markets. Through the execution of targeted growth plans, the President, Strategic Growth Northern Region drives revenue and enhances the firm's competitive standing. Zimmerman optimizes regional operations by providing advisors with the resources and support necessary for success. Ultimately, the President, Strategic Growth Northern Region secures the firm's long-term growth trajectory through strategic regional expansion.

Joseph Monaco, the President at Steward Partners, directs the firm's overall strategic vision and business operations. Monaco architects high-level initiatives that drive growth and maintain the firm's commitment to independent financial services. By overseeing the executive team, the President ensures alignment across all departments, including wealth planning, private banking, and institutional consulting. Joseph Monaco collaborates with the Board to evaluate long-term market opportunities and refine the firm's competitive strategy. This leadership role involves fostering a culture of transparency and excellence that attracts top-tier advisors and clients. Through the execution of strategic partnerships and business solutions, the President enhances the firm's market impact. Monaco drives organizational performance by setting clear objectives and holding leadership accountable for results. Ultimately, the President secures the firm's position as a leader in the industry by ensuring that all operations support the goal of helping clients achieve their financial objectives.

Gregory Banasz, the Chief Marketing Officer at Steward Partners, directs all brand strategy and market positioning efforts to elevate the firm's visibility. Banasz architects comprehensive communication campaigns that highlight the firm's commitment to transparency and independent financial excellence. By overseeing digital presence and client engagement initiatives, the Chief Marketing Officer ensures consistent messaging across all service channels. Gregory Banasz collaborates with advisory teams to translate complex wealth management solutions into accessible narratives for families and businesses. This leadership role involves analyzing market trends to identify growth opportunities and refine the firm's value proposition. Through the execution of targeted outreach programs, the Chief Marketing Officer drives brand awareness and supports the acquisition of new client relationships. Banasz optimizes marketing spend by leveraging data analytics to measure campaign effectiveness and ROI. Ultimately, the Chief Marketing Officer strengthens the firm's reputation as a premier destination for top-tier financial advisors and their clients.

Kirstie Eustace, the Chief Administrative Officer at Steward Partners, directs the firm's internal operations and organizational infrastructure. Eustace architects efficient administrative processes that support the daily activities of advisors and staff. By overseeing human resources, facilities management, and corporate governance, the Chief Administrative Officer ensures a seamless and productive work environment. Kirstie Eustace collaborates with other C-suite leaders to align administrative functions with the firm's broader strategic goals. This leadership role involves managing complex organizational projects to improve workflow and enhance service delivery. Through the implementation of scalable systems, the Chief Administrative Officer supports the firm's rapid growth and commitment to excellence. Eustace drives operational stability by fostering a culture of transparency and professional development. Ultimately, the Chief Administrative Officer ensures that the firm's internal operations remain robust and capable of supporting the sophisticated needs of its clients and advisors.

Erica Ricketts, the Senior Vice President and Manager, Operations at Steward Partners, directs the day-to-day operational workflows that support the firm's wealth management services. Ricketts architects efficient processes for account management, trade execution, and client reporting. By overseeing the operations team, the Senior Vice President and Manager, Operations ensures accuracy and compliance in all client-facing activities. Erica Ricketts collaborates with advisors to resolve complex operational challenges and improve the overall client experience. This leadership role involves implementing new technologies to streamline back-office functions and increase productivity. Through the application of rigorous quality control standards, the Senior Vice President and Manager, Operations maintains the firm's reputation for excellence. Ricketts drives operational efficiency by identifying bottlenecks and optimizing internal procedures. Ultimately, the Senior Vice President and Manager, Operations provides the essential infrastructure that allows the firm to deliver seamless and reliable financial solutions to its clients.

Paul Sarama, the Managing Director at Steward Partners, directs high-level wealth management initiatives for complex client portfolios. Sarama architects bespoke financial strategies for families and businesses, ensuring alignment with long-term capital preservation goals. By overseeing regional advisory teams, the Managing Director maintains rigorous standards of service excellence across the firm. Paul Sarama coordinates with institutional consulting units to integrate private banking solutions into broader wealth planning frameworks. This leadership role involves navigating volatile market conditions to secure stable growth for multigenerational investors. Through the implementation of sophisticated asset allocation models, the Managing Director enhances the firm's competitive position within the independent financial services sector. Sarama drives operational efficiency by streamlining client-facing processes and fostering a collaborative environment among top-tier advisors. Ultimately, the Managing Director secures the firm's reputation for delivering tailored, high-impact financial guidance to a diverse and demanding client base.

Travis Munro, the Managing Director at Steward Partners, manages the expansion of institutional consulting services across diverse market segments. Munro executes strategic growth plans that integrate business solutions with comprehensive wealth management offerings. By supervising cross-functional teams, the Managing Director ensures the seamless delivery of private banking services to high-net-worth individuals. Travis Munro collaborates with internal stakeholders to refine the firm's investment philosophy and service delivery models. This leadership role requires constant monitoring of industry trends to adapt service offerings for evolving client needs. Through the application of rigorous analytical frameworks, the Managing Director optimizes portfolio performance and risk management protocols. Munro drives the adoption of innovative financial tools that support the firm's commitment to transparency and excellence. Ultimately, the Managing Director strengthens the firm's market presence by cultivating deep, long-term relationships with institutional partners and individual investors alike.

Eric Powell, the Managing Director at Steward Partners, oversees the development and implementation of advanced wealth planning strategies for the firm's clientele. Powell architects complex financial structures that address the unique needs of multigenerational investors and business owners. By directing the integration of private banking and institutional consulting, the Managing Director ensures a holistic approach to asset management. Eric Powell coordinates with internal advisory teams to maintain high standards of fiduciary responsibility and client service. This leadership role involves identifying new market opportunities to expand the firm's footprint in the independent financial services space. Through the application of data-driven insights, the Managing Director refines investment strategies to maximize long-term value for clients. Powell drives operational excellence by fostering a culture of collaboration and continuous improvement. Ultimately, the Managing Director secures the firm's position as a leader in providing comprehensive, transparent, and effective wealth management solutions.

Connor Eppel, the PresidentnStaff AccountantnSteward Partners Global Advisoryn100 Campus Drive, Suite 110nFlorham Park at Steward Partners, directs the financial accounting and reporting functions for the global advisory division. Eppel architects precise financial tracking systems that ensure the integrity of the firm's fiscal data. By overseeing the accounting team, the PresidentnStaff AccountantnSteward Partners Global Advisoryn100 Campus Drive, Suite 110nFlorham Park maintains rigorous standards of accuracy and regulatory compliance. Connor Eppel collaborates with the finance department to provide detailed insights into the firm's operational performance. This leadership role involves managing complex financial records and supporting the firm's commitment to transparency. Through the implementation of advanced accounting software, the PresidentnStaff AccountantnSteward Partners Global Advisoryn100 Campus Drive, Suite 110nFlorham Park enhances the efficiency of financial reporting processes. Eppel drives fiscal responsibility by monitoring expenditures and ensuring alignment with budgetary goals. Ultimately, the PresidentnStaff AccountantnSteward Partners Global Advisoryn100 Campus Drive, Suite 110nFlorham Park provides the financial clarity necessary for the firm to make informed strategic decisions.