Steward Partners Welcomes Jason Bourgo as New Divisional President
Steward Partners, an independent financial services firm known for its employee-owned model, has announced the appointment of Jason Bourgo as the divisional president of its Southeast division. This strategic move aims to enhance the firm's foothold in the region and drive significant growth.
A Key Addition to the Team
Jason Bourgo brings a wealth of experience to Steward Partners, reporting directly to Jeff Gonyo, head of wealth management. Gonyo expressed enthusiasm about Bourgo's arrival, emphasizing the firm's dedication to finding the right talent to maintain its impressive growth trajectory. Gonyo stated that the Southeast division has transformed into a powerhouse within the company, highlighting the importance of Bourgo in capitalizing on this momentum.
Bourgo's primary responsibilities will include overseeing branch operations and ensuring the division's financial performance aligns with industry standards. He will also be pivotal in leading recruitment initiatives, fostering a collaborative culture, and supporting business development. His extensive background in the financial industry positions him as an ideal fit to elevate the firm’s operations in the Southeastern market.
A Vision for the Future
Expressing his excitement about joining Steward Partners, Bourgo noted the firm's unique equity model, which promotes collaboration and shared success. He recognized the significant demand among advisors for independence without the complexities of running a business individually. Steward's model effectively marries the vast resources of a large firm with the autonomy that advisors desire, making it an attractive proposition for many in the industry.
Background and Experience
Bourgo has an impressive track record, having spent nearly four years at Lincoln Investment as the regional vice president. In this role, he was instrumental in working with over 150 financial advisors, helping them with organic growth and recruitment strategies. His previous experience at Ameriprise Financial Services, where he spent over eighteen years, further enriches his profile, providing him with a deep understanding of the financial advisory landscape.
About Steward Partners
Founded in 2013, Steward Partners is a full-service, independent financial advisory firm committed to delivering exceptional wealth management solutions to families and businesses. The firm has garnered acclaim for its positive corporate culture and commitment to excellence, reflected in its ranking as the #19 Registered Investment Advisor (RIA) in Barron's Top 100 RIAs for 2023. Offering various services, including wealth planning, private banking, and institutional consulting, Steward Partners manages over $39 billion in client assets.
The firm’s transparent culture and focus on partnership have been instrumental in fostering substantial growth in an increasingly competitive market. Advisors at Steward Partners benefit from both the resources of a larger organization and the benefits of equity ownership.
Media Contact
For more information about Steward Partners and their services, media inquiries can be directed to Zach Allegretti at JConnelly. Reach out via phone at 973-850-7341 for more details on how Steward Partners continues to innovate in the financial services sector.
Frequently Asked Questions
What is the role of Jason Bourgo at Steward Partners?
Jason Bourgo is appointed as the divisional president of the Southeast division, focusing on expansion and growth strategies.
What experience does Jason Bourgo bring to his new position?
Bourgo has extensive experience, having served as regional vice president at Lincoln Investment and holding various roles at Ameriprise Financial Services over 18 years.
How does Steward Partners differentiate itself in the financial services industry?
Steward Partners emphasizes an employee-owned model that fosters collaboration and provides advisors with equity ownership, alongside large-firm resources.
What was Steward Partners' ranking in Barron's Top 100 RIAs?
The firm was ranked #19 in Barron's Top 100 RIAs for the year 2023.
What services does Steward Partners offer?
Shervard Partners offers a range of services including wealth management, private banking, and institutional consulting, dedicated to serving families, businesses, and multigenerational investors.
