Steward Partners Executive and Leadership Team

Hiromichi Mizuno, the Chief Executive Officer at Steward Partners, directs the overarching strategic vision for the firm. By overseeing the expansion of wealth management services, the Chief Executive Officer ensures alignment with the needs of multigenerational investors across the United States. This leadership role involves constant evaluation of market trends to maintain the firm's competitive edge in the financial services sector. Hiromichi Mizuno drives the organizational culture, fostering an environment of transparency and excellence that defines the employee-owned structure. Through rigorous oversight of institutional consulting and private banking initiatives, the Chief Executive Officer secures the firm's position as a leader in the industry. By coordinating with the board and senior leadership, Mizuno optimizes operational efficiency and long-term growth. Ultimately, the Chief Executive Officer maintains the firm's commitment to providing high-quality financial solutions for diverse client portfolios.

Joe Faber, the Chief Financial Officer at Steward Partners, directs the financial health and fiscal strategy of the firm. Overseeing capital allocation and budgetary planning, the Chief Financial Officer ensures that the firm maintains the resources necessary to support its growth initiatives. This role involves managing the financial reporting processes that provide transparency to the employee-owners and stakeholders. Joe Faber executes strategies that optimize the firm's balance sheet and support the expansion of wealth management services. By analyzing revenue streams and operational costs, the Chief Financial Officer identifies opportunities for increased efficiency and profitability. This leadership function requires close collaboration with the executive team to align financial goals with the firm's broader mission. Through the application of rigorous financial controls, Faber safeguards the firm's assets and ensures long-term stability. Ultimately, the Chief Financial Officer provides the fiscal foundation that allows the firm to deliver exceptional service to its clients.

Dean Martin, the President & Founder at Steward Partners, directs the foundational mission and long-term vision of the firm. Overseeing the establishment of the firm's culture, the President & Founder ensures that the principles of transparency and collaboration remain central to all operations. This role involves guiding the firm's strategic direction and maintaining the standards of excellence that define the employee-owned model. Dean Martin executes initiatives that support the growth of wealth management and business solutions for families and investors. By fostering relationships with top-tier advisors, the President & Founder strengthens the firm's market position. This leadership function requires constant engagement with the executive team to ensure alignment with the firm's core values. Through the application of deep industry knowledge, Martin drives the firm's ongoing success. Ultimately, the President & Founder secures the firm's legacy as a premier provider of comprehensive financial services and wealth planning solutions.

Matthew Zimmerman, the President, Strategic Growth Northern Region at Steward Partners, directs the expansion of the firm's footprint across the northern markets. Overseeing the acquisition and development of new advisory teams, the President, Strategic Growth Northern Region ensures that the firm's wealth management services reach a broader client base. This role involves managing the regional strategy to drive growth and increase market share. Matthew Zimmerman executes initiatives that align with the firm's national mission while addressing the specific needs of the northern region. By monitoring local market trends, the President, Strategic Growth Northern Region identifies opportunities for institutional consulting and private banking expansion. This leadership position requires constant collaboration with the executive team to ensure operational consistency. Through the application of targeted growth strategies, Zimmerman strengthens the firm's presence. Ultimately, the President, Strategic Growth Northern Region delivers the firm's comprehensive financial solutions to a wider audience of investors and businesses.

Gregory Banasz, the Chief Marketing Officer at Steward Partners, directs the brand strategy and market positioning of the firm. Overseeing the development of communication channels, the Chief Marketing Officer ensures that the firm's value proposition reaches the target audience of families and businesses. This role involves managing the digital and traditional marketing efforts that support the firm's growth in the financial services industry. Gregory Banasz executes campaigns that highlight the firm's commitment to transparency and excellence. By analyzing market engagement data, the Chief Marketing Officer refines the firm's messaging to better serve the needs of multigenerational investors. This leadership position requires constant collaboration with the advisory teams to ensure brand consistency across all regions. Through the application of creative and analytical marketing strategies, Banasz strengthens the firm's reputation. Ultimately, the Chief Marketing Officer drives the visibility and market impact of the firm's comprehensive wealth management solutions.

Peter Ruhlin, the Chief Legal Officer Head of Strategic Initiatives at Steward Partners, directs the legal framework and compliance standards for the firm. Overseeing the regulatory landscape, the Chief Legal Officer Head of Strategic Initiatives ensures that all wealth management and private banking activities adhere to industry requirements. This role involves managing the legal risks associated with the firm's expansion and business solutions. Peter Ruhlin executes strategic initiatives that align the firm's operations with its long-term growth objectives. By providing legal guidance to the executive team, the Chief Legal Officer Head of Strategic Initiatives supports the firm's commitment to transparency and ethical conduct. This leadership function requires constant monitoring of legislative changes to protect the firm and its clients. Through the application of deep legal expertise, Ruhlin facilitates the firm's ability to innovate within the financial services sector. Ultimately, the Chief Legal Officer Head of Strategic Initiatives secures the firm's operational integrity.

Erica Ricketts, the Senior Vice President and Manager, Operations at Steward Partners, directs the internal processes that support the firm's wealth management services. Overseeing the daily operational flow, the Senior Vice President and Manager, Operations ensures that client needs are met with precision and efficiency. This role involves managing the infrastructure that allows advisors to deliver high-quality financial solutions. Erica Ricketts executes operational improvements that streamline the delivery of private banking and institutional consulting services. By coordinating with various departments, the Senior Vice President and Manager, Operations maintains the firm's commitment to excellence and collaboration. This leadership position requires constant attention to detail and the ability to solve complex logistical challenges. Through the application of robust operational standards, Ricketts supports the firm's growth and client satisfaction goals. Ultimately, the Senior Vice President and Manager, Operations provides the essential support structure that enables the firm to thrive in a competitive financial landscape.

Eric Powell, the Managing Director at Steward Partners, architects complex wealth planning strategies for high-net-worth families. Overseeing the delivery of private banking solutions, the Managing Director ensures that client portfolios receive tailored attention aligned with specific financial goals. This role involves managing relationships with top-tier advisors to maintain the firm's reputation for excellence. Eric Powell drives the implementation of business solutions that support the firm's broader mission of providing comprehensive financial guidance. By analyzing market shifts, the Managing Director identifies opportunities for portfolio optimization and risk mitigation. This leadership position requires constant collaboration with internal teams to ensure seamless service delivery across the national footprint. Through the application of deep industry expertise, Powell enhances the value proposition for every client. Ultimately, the Managing Director secures the firm's standing as a premier destination for sophisticated wealth management and institutional consulting services.

Travis Munro, the Managing Director at Steward Partners, directs the development of institutional consulting frameworks for corporate clients. Overseeing the integration of advanced financial tools, the Managing Director ensures that business solutions remain at the forefront of the industry. This role involves managing large-scale client engagements and fostering long-term partnerships that drive firm-wide growth. Travis Munro executes strategic initiatives that expand the reach of wealth management services into new market segments. By monitoring economic indicators, the Managing Director provides actionable insights that guide investment decisions for diverse client bases. This leadership function requires close coordination with other senior leaders to maintain operational consistency and service quality. Through the application of rigorous analytical standards, Munro strengthens the firm's market position. Ultimately, the Managing Director delivers consistent results that support the financial objectives of businesses and multigenerational investors throughout the country.

Paul Sarama, the Managing Director at Steward Partners, oversees the optimization of private banking operations to ensure superior client outcomes. By directing the implementation of wealth planning protocols, the Managing Director maintains the firm's high standards for financial advisory services. This role involves managing the intersection of business solutions and client-facing wealth management to drive efficiency. Paul Sarama executes strategies that enhance the firm's presence in competitive financial markets. Through the supervision of advisor teams, the Managing Director ensures that every client receives personalized attention and expert guidance. This leadership position requires constant engagement with market data to refine service offerings and improve performance metrics. By fostering a culture of collaboration, Sarama supports the firm's mission of excellence in every interaction. Ultimately, the Managing Director secures the long-term financial health of the firm's clients by providing robust, data-driven investment strategies and comprehensive wealth management solutions.