Steward Partners Expands Leadership Team for Future Success
Steward Partners Elevates Leadership for Future Growth
In an exciting development for the financial services sector, Steward Partners has announced the promotion of three key executives, reflecting its commitment to expansion and excellence in wealth management. The firm, known for its employee-owned structure and comprehensive wealth management solutions, has named Jeff Gonyo as the Head of Wealth Management, Kirstie Eustace as Chief Administrative Officer, and Maria Condon as Chief of Staff.
Promotions to Key Leadership Roles
The promotions signal a strategic move to enhance Steward Partners' ability to meet client needs and drive growth. Jeff Gonyo will lead the wealth management division, focusing on recruiting and organic growth. His leadership will be crucial as all divisional presidents report directly to him, ensuring streamlined decision-making and effective communication.
Kirstie Eustace, as Chief Administrative Officer, will oversee the essential administrative functions of the firm. This includes human resources, project management, and corporate communication, which are vital for maintaining the operational efficiency and culture of Steward Partners. Meanwhile, Maria Condon's role as Chief of Staff will involve managing the firm's senior leadership presence, ensuring that corporate events and public engagements are coordinated smoothly.
Innovative Strategies in Wealth Management
Steward Partners has been adapting to the changing landscape of wealth management, demonstrated by the recent launch of its Legacy channel. This initiative, designed for retiring advisors, aims to provide a seamless transition into succession planning and retirement. With this new offering led by Scott Danner, the firm positions itself as a forward-thinking entity that acknowledges the unique needs of its clientele.
Hy Saporta, President and COO of Steward Partners, expressed pride in the promotions, stating, "These promotions are well-deserved and have been made based on the outstanding leadership qualities these individuals have consistently demonstrated. As our firm navigates the evolving landscape of the industry, their expanded roles ensure we maintain our commitment to innovative solutions and stellar service for our clients."
Recognition and Growth in the Industry
Since its inception in 2013, Steward Partners has been a force in the financial industry, consistently ranking among the fastest-growing registered investment advisory (RIA) firms. The firm gained recognition in 2024 when it was ranked #18 on Barron's Top 100 RIA Firms list. Moreover, 23 wealth managers from Steward Partners were highlighted in Forbes' 2024 Best-In-State Wealth Advisors ranking, showcasing the firm’s exceptional talent and dedication to excellence in client service.
Additionally, three of its wealth managers were named in Forbes' 2024 Top Next-Gen Wealth Advisors list, a testament to the firm's ability to cultivate the next generation of leaders. Steward Partners also made it to the 2024 Inc. 5000 list, a prestigious ranking that recognizes America's fastest-growing private companies. These accolades underline the firm's commitment to growth and excellence.
About Steward Partners
Steward Partners stands out as a full-service, employee-owned independent financial services firm that offers a wide array of wealth management solutions tailored for families, businesses, and multigenerational investors. The firm prides itself on fostering a culture characterized by transparency, camaraderie, and excellence, which has fueled its remarkable growth in a competitive market.
As of the latest data, Steward Partners has amassed over $37 billion in client assets and is ranked as the #19 RIA in the country by Barron's for the year 2023. The firm’s services encompass comprehensive wealth planning, private banking, institutional consulting, international advisory, and tailored business solutions.
Frequently Asked Questions
What recent leadership changes were made at Steward Partners?
Steward Partners has promoted Jeff Gonyo to Head of Wealth Management, Kirstie Eustace to Chief Administrative Officer, and Maria Condon to Chief of Staff.
What is the significance of the Legacy channel launched by Steward Partners?
The Legacy channel provides retiring advisors with effective pathways for succession and retirement, improving service delivery to transitioning clients.
How has Steward Partners been recognized within the financial industry?
The firm has recently ranked #18 on Barron's Top 100 RIA Firms list and has numerous wealth managers recognized in Forbes' annual rankings.
When was Steward Partners founded?
Steward Partners was established in 2013 and has since grown rapidly, becoming a significant player in the wealth management sector.
What type of services does Steward Partners offer?
The firm offers a comprehensive range of services, including wealth planning, private banking, institutional consulting, and more, catering to diverse client needs.
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