Celebrating Leadership Excellence: Steward Partners' Success

Steward Partners Celebrates Leadership Recognition

Steward Partners, an employee-owned independent financial services firm, is seeing its dedication to exceptional leadership and innovation recognized across the industry. Recently, Jim Gold, the Chief Executive Officer, and Greg Banasz, the Chief Marketing Officer, received finalist recognition in the 2025 WealthManagement.com Industry Awards, also known as the 'Wealthies.' This distinguished program has been honoring transformative contributions to the wealth management sector for over a decade.

Jim Gold's Leadership Acclaimed

Jim Gold has been acknowledged as 'Chief Executive Officer of The Year for firms managing over $25 billion AUM.' His profound vision and integrity have guided Steward Partners through both challenges and opportunities, proving impactful not only for the firm but across the broader industry spectrum. His leadership encourages employee engagement, strengthens team dynamics, and has established a culture of excellence and innovation that many aspire to replicate.

Innovative Contributions and Culture of Excellence

Under Gold’s stewardship, the firm has solidified its reputation in a highly competitive landscape. His approach blends strategic planning with an authentic commitment to supporting financial advisors and enhancing client satisfaction. This recognition as CEO of the Year underscores the significant advancements made at Steward Partners.

Greg Banasz's Marketing Strategy Recognized

Meanwhile, Greg Banasz, lauded as 'Chief Marketing Officer of The Year,' has showcased remarkable creativity and strategic foresight in elevating the Steward Partners brand. Over the past year, he has spearheaded innovative marketing campaigns that resonate with clients and the financial community, effectively driving the firm's visibility and impact.

Creating Meaningful Connections

Banasz’s achievements illustrate a commitment to combining marketing innovation with thought leadership initiatives, which not only reinforce the firm’s presence in the marketplace but also enhance the overall client experience, setting a benchmark for excellence in marketing within the wealth management industry.

Steward Partners and Industry Recognition

Since its inception in 2013, Steward Partners has emerged as one of the nation's fastest-growing independent financial advisory firms, recently making it onto the Inc. 5000 list for the fifth consecutive time. The firm has been recognized for its remarkable growth trajectory and its commitment to providing comprehensive wealth management solutions. As of mid-2025, Steward Partners manages over $43 billion in client assets.

Several awards reflect the firm's commitment to excellence, including its recognition in Financial Advisor Magazine's Top RIA rankings and accolades from Washington Business Journal for creating exceptional workplace cultures. These accolades signify more than just industry standing; they represent the dedication of Steward Partners to building a superior, client-focused service model.

Commitment to Exceptional Client Service

Steward Partners champions a philosophy centered around collaborative, team-based service, which has been integral to its success. The firm’s recent honors illustrate how deeply it values positive client outcomes. With acclaimed advisors recognized on lists like Forbes | SHOOK's Best-In-State Wealth Advisors, the firm demonstrates its commitment to nurturing talent and prioritizing client relationships.

Aiming to continue this trajectory, Steward Partners is poised for future growth, driven by its passionate leadership under Jim Gold and Greg Banasz. The transformations they champion demonstrate the profound influence they have in shaping the future of advisory services in wealth management.

About Steward Partners

Steward Partners connects some of the industry’s top advisors and is committed to delivering wealth management solutions for families and multigenerational investors. Established in 2013, the company promotes a culture filled with transparency, camaraderie, and excellence, paving the way for substantial growth that challenges traditional financial models. Offering a range of services including private banking, wealth planning, and business solutions, it stands out for its focus on exceptional client service.

Frequently Asked Questions

What is Steward Partners' primary focus?

Steward Partners specializes in independent financial services and comprehensive wealth management solutions.

Who received the industry awards for Steward Partners?

Jim Gold was recognized as 'Chief Executive Officer of The Year,' while Greg Banasz was awarded 'Chief Marketing Officer of The Year.'

How has Steward Partners been recognized in the industry?

The firm has received numerous awards, including spots on Inc. 5000's fastest-growing private companies list and various accolades from financial publications.

What is the significance of the WealthManagement.com Industry Awards?

The Wealthies highlight outstanding achievements and innovations within the wealth management industry, celebrating impactful contributions from leaders and firms.

How does Steward Partners support its advisors?

Steward Partners fosters a culture of growth, engagement, and collaboration, equipping advisors with the tools and support needed for success in the financial advisory space.

About The Author

Hello, I'm 30-year-old financial writer and expert Addison Perry, and I love to simplify the intricacies of the financial industry. I've committed myself over the years to deciphering the subtleties of investing techniques and economic trends and converting them into doable guidance that anybody can use. My goal with writings and books is to make money interesting and approachable so that readers may take charge of their financial futures.

My enthusiasm to empowerment and education has propelled me through my career in finance. I write because I think that everyone should be able to make educated financial decisions, and I try to provide that. Regardless of experience level with investing, my work is intended to provide insightful analysis and practical advice to enable you to thrive in the always changing financial environment. I appreciate you traveling with me toward success and financial literacy.

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