Leadership Overview
Steward Partners has 10 executives leading key functions including strategy, financial oversight, brand development, administrative operations, regional growth, and legal compliance.
Committed to delivering independent financial solutions, Steward Partners empowers families and businesses through comprehensive wealth management. The firm fosters a culture of transparency and excellence to drive long-term client success across the United States.
Committed to delivering independent financial solutions, Steward Partners empowers families and businesses through comprehensive wealth management. The firm fosters a culture of transparency and excellence to drive long-term client success across the United States.
Leadership Roles at Steward Partners
Hiromichi Mizuno - Chief Executive Officer
Hiromichi Mizuno, the Chief Executive Officer at Steward Partners, directs the overarching strategic vision for the firm. By aligning wealth management solutions with the needs of multigenerational investors, the Chief Executive Officer ensures the organization maintains a competitive edge in the financial services sector. Mizuno oversees the integration of private banking and institutional consulting services to support diverse client portfolios. This leadership role involves constant evaluation of market trends to optimize firm-wide performance and long-term stability. Through rigorous analysis of industry shifts, the Chief Executive Officer drives the expansion of service offerings across the United States. Hiromichi Mizuno maintains close collaboration with the Board to refine operational goals and uphold the firm's commitment to excellence. By prioritizing transparent communication and collaborative growth, the Chief Executive Officer secures the firm's position as a premier independent financial partner for businesses and families nationwide.
Joe Faber - Chief Financial Officer
Joe Faber, the Chief Financial Officer at Steward Partners, manages the fiscal health and capital allocation strategies of the firm. Overseeing financial reporting and budgetary planning, the Chief Financial Officer ensures the firm maintains the necessary resources to support top-tier advisors. Faber directs the financial infrastructure required to scale wealth planning and business solutions effectively. This role involves monitoring revenue streams and managing risk to protect the interests of employee-owners and clients. By implementing robust financial controls, the Chief Financial Officer supports the firm's growth trajectory within the competitive U.S. financial landscape. Joe Faber works alongside other C-suite leaders to allocate capital toward strategic initiatives that enhance service delivery. Through precise financial modeling and oversight, the Chief Financial Officer guarantees the firm remains well-positioned to meet the complex needs of its diverse client base while maintaining operational efficiency and long-term fiscal sustainability.
Jason Bourgo - President, Strategic Growth Region (East)
Jason Bourgo, the President, Strategic Growth Region (East) at Steward Partners, drives the expansion of the firm's footprint throughout the eastern United States. By recruiting and supporting top-tier financial advisors, the President, Strategic Growth Region (East) strengthens the firm's presence in key markets. Bourgo directs regional initiatives that focus on delivering comprehensive wealth management and business solutions to local clients. This leadership role involves identifying growth opportunities and fostering a culture of excellence among regional teams. By aligning regional activities with the firm's national strategy, the President, Strategic Growth Region (East) ensures consistent service quality and client satisfaction. Jason Bourgo collaborates with the executive team to refine growth tactics and address the specific needs of multigenerational investors in the region. Through active management of regional operations, the President, Strategic Growth Region (East) contributes significantly to the firm's overall success and its reputation as a leading independent financial services provider.
Dean Martin - President & Founder
Dean Martin, the President & Founder at Steward Partners, provides the foundational vision and leadership that guide the firm's long-term trajectory. By championing the independent, employee-owned model, the President & Founder ensures the firm remains dedicated to the success of its advisors and clients. Martin directs the development of the firm's core values, emphasizing transparency and collaborative excellence in every aspect of wealth management. This role involves mentoring leadership teams and maintaining the firm's unique culture as it scales across the United States. By fostering strong relationships with key stakeholders, the President & Founder secures the firm's position as a trusted partner for families and businesses. Dean Martin works to integrate new service offerings while preserving the firm's commitment to personalized financial planning. Through ongoing strategic guidance, the President & Founder ensures the organization continues to innovate and thrive within the competitive financial services industry.
Joseph Monaco - President
Joseph Monaco, the President at Steward Partners, leads the execution of the firm's business strategy and oversees the performance of key service divisions. By driving the implementation of wealth management solutions, the President ensures the firm meets the evolving needs of its diverse client base. Monaco directs the efforts to expand the firm's reach, focusing on delivering high-quality financial planning and business solutions. This leadership role involves collaborating with other executives to optimize firm-wide performance and maintain a culture of transparency. By monitoring market conditions, the President identifies opportunities for growth and service enhancement. Joseph Monaco works to ensure that all business activities support the firm's mission of providing independent, client-focused financial advice. Through active leadership and strategic oversight, the President contributes to the firm's reputation for excellence and its continued success in the competitive financial services sector, supporting families and businesses in achieving their long-term financial goals.
Gregory Banasz - Chief Marketing Officer
Gregory Banasz, the Chief Marketing Officer at Steward Partners, architects the brand identity and market positioning for the firm. By developing targeted communication strategies, the Chief Marketing Officer elevates the firm's reputation among top-tier financial advisors and prospective clients. Banasz directs the outreach efforts that highlight the firm's independent, employee-owned model and comprehensive wealth management capabilities. This leadership role involves crafting narratives that resonate with multigenerational investors and business owners across the country. By leveraging digital platforms and industry partnerships, the Chief Marketing Officer expands the firm's visibility in a crowded marketplace. Gregory Banasz collaborates with regional leaders to ensure marketing initiatives support local growth objectives and client acquisition goals. Through data-driven campaigns and consistent brand messaging, the Chief Marketing Officer strengthens the firm's market presence and reinforces the commitment to transparency and excellence that defines the organization's core mission.
Kirstie Eustace - Chief Administrative Officer
Kirstie Eustace, the Chief Administrative Officer at Steward Partners, manages the internal infrastructure and organizational processes that support the firm's daily operations. By streamlining administrative workflows, the Chief Administrative Officer ensures that advisors have the necessary tools to provide high-quality wealth management solutions. Eustace directs the implementation of policies that foster a culture of collaboration and professional excellence. This role involves overseeing the systems that facilitate private banking and institutional consulting, ensuring seamless service delivery for families and businesses. By optimizing internal resources, the Chief Administrative Officer supports the firm's scalability and operational resilience. Kirstie Eustace works closely with the executive team to align administrative functions with the firm's broader strategic goals. Through the management of essential business services, the Chief Administrative Officer maintains the high standards of efficiency required to support the firm's growth and commitment to client-focused financial planning across the United States.
Peter Ruhlin - Chief Legal Officer Head of Strategic Initiatives
Peter Ruhlin, the Chief Legal Officer Head of Strategic Initiatives at Steward Partners, manages the firm's legal framework and guides the execution of key growth projects. By ensuring compliance with regulatory requirements, the Chief Legal Officer Head of Strategic Initiatives protects the firm's reputation and its commitment to independent financial services. Ruhlin directs the legal strategy that supports wealth planning and institutional consulting, mitigating risk while enabling innovation. This leadership role involves overseeing complex transactions and partnerships that drive the firm's strategic initiatives forward. By providing legal counsel to the executive team, the Chief Legal Officer Head of Strategic Initiatives ensures that all growth efforts align with the firm's core mission and values. Peter Ruhlin works to resolve legal challenges proactively, allowing the firm to focus on delivering exceptional service to families and businesses. Through careful legal oversight and strategic planning, the Chief Legal Officer Head of Strategic Initiatives secures the firm's operational foundation.
Erica Ricketts - Senior Vice President and Manager, Operations
Erica Ricketts, the Senior Vice President and Manager, Operations at Steward Partners, directs the daily operational activities that sustain the firm's wealth management services. By managing the systems and processes that support financial advisors, the Senior Vice President and Manager, Operations ensures seamless service delivery for clients. Ricketts oversees the operational teams responsible for private banking and institutional consulting, focusing on efficiency and accuracy. This role involves implementing improvements to internal workflows to enhance the client experience and support the firm's growth. By coordinating across departments, the Senior Vice President and Manager, Operations ensures that operational goals align with the firm's commitment to excellence. Erica Ricketts works to resolve operational bottlenecks, enabling the firm to scale effectively across the United States. Through meticulous management of operational functions, the Senior Vice President and Manager, Operations maintains the high standards of service that define the firm's reputation in the financial industry.
Connor Eppel - PresidentnStaff AccountantnSteward Partners Global Advisoryn100 Campus Drive, Suite 110nFlorham Park
Connor Eppel, the PresidentnStaff AccountantnSteward Partners Global Advisoryn100 Campus Drive, Suite 110nFlorham Park at Steward Partners, manages the intersection of financial accounting and regional leadership. By overseeing the accuracy of financial records, the PresidentnStaff AccountantnSteward Partners Global Advisoryn100 Campus Drive, Suite 110nFlorham Park ensures the firm maintains rigorous standards of fiscal integrity. Eppel directs the accounting processes that support the firm's global advisory services, providing the data necessary for informed decision-making. This role involves coordinating with administrative teams to ensure that financial reporting aligns with the firm's broader wealth management objectives. By maintaining precise oversight of accounts, the PresidentnStaff AccountantnSteward Partners Global Advisoryn100 Campus Drive, Suite 110nFlorham Park supports the firm's commitment to transparency and excellence. Connor Eppel works to streamline financial workflows, enabling advisors to focus on delivering superior solutions to clients. Through diligent financial management, the PresidentnStaff AccountantnSteward Partners Global Advisoryn100 Campus Drive, Suite 110nFlorham Park contributes to the firm's operational stability and long-term growth.
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Frequently Asked Questions Regarding Steward Partners Top Executives and Leadership Team
