Steward Partners Global Advisory

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Steward Partners Global Advisory — overview

About

Steward Partners Global Advisory is a US-based wealth manager. The firm offers wealth management, institutional consulting, asset management, investment advisory, and family office services. In April 2024, Steward Partners Global Advisory acquired Monaco Capital Management, a Virginia-based wealth manager and Saling Simms, an Ohio-based wealth manager. In Q4 2024, Steward Partners Global Advisory acquired Trost Financial Planning Group, Inc.

Steward Partners Global Advisory - known decision makers (3)

Position	Location	Asset Class
Senior Vice President & Chief Compliance Officer	Portland, US	GEN
Head of Wealth Management and Founding Partner	New York, US	GEN
Chief Growth Officer, Executive Vice President and Head of Legacy	Chesapeake, US	GEN

Showing 3 of 3 known decision makers Steward Partners Global Advisory

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