Forbes List

Steward Partners Welcomes Vantage Point Private Wealth

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水曜日, 7月 26, 2023
Storm, United States service academies, Western Michigan University, Certification, Partnership, University, Freedom, College, Senior, Investment, CEPA, BNY Mellon, Mount St. Mary's, Culture, RIA, MBA, Top, Finance, History, Certified Financial Planner, Financial plan, Forbes List, Divisional patent application, Champaign–Urbana metropolitan area, Bronze Star Medal, Research, Merrill (company), Woman, Vantage Point, Management, Financial adviser, Economics

NEW YORK, July 26, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes its newest partner as Vantage Point Private Wealth joins the firm. Led by veteran Wealth Managers Mark Morasky, CPWA®, CPFA®, CRPC®, AAMS®, MBA; Erik Clay, CPFA®, CFP®, CRPC®; and Chris Figaro, CEPA, CFP®, the four-person team managing approximately $450 million in client assets has offices in Walnut Creek, California and Madison, Wisconsin.

Key Points: 
  • NEW YORK, July 26, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes its newest partner as Vantage Point Private Wealth joins the firm.
  • "With clients spread across the country, Vantage Point Private Wealth makes an excellent addition to the Steward Partners network, and we warmly welcome them on board," said Chris Barton, Managing Director, Senior Divisional President (Central), Steward Partners.
  • "We chose to join Steward Partners because as a partner, we will have the freedom to make our own business decisions and a much wider range of available solutions," added Erik Clay, Founder & Wealth Manager, Vantage Point Private Wealth.
  • "We are especially excited about having access to the open architecture on the Steward Partners platform because now we will be able to choose the solutions that best match each client's needs," explained Chris Figaro, Founder & Wealth Manager, Vantage Point Private Wealth.

Paul Sullivan Joins Steward Partners as Managing Director, Head of Internal Sourcing

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月曜日, 7月 10, 2023
Bank of America Private Bank, Barron, Financial adviser, Partnership, Top, History, Associate, Forbes List, Merrill, Partner, Entrepreneurship, Region, Bank, Research, RIAS, Merrill (company), Merrill Lynch & Co., Woman, SD

NEW YORK, July 10, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Paul Sullivan who joins the firm as Partner and Managing Director, Head of Internal Sourcing. In this newly created position, his core focus will be to educate and advise wirehouse financial advisors on the benefits of independence, especially as it relates to Steward Partners' partnership models and choice of custodians.

Key Points: 
  • NEW YORK, July 10, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Paul Sullivan who joins the firm as Partner and Managing Director, Head of Internal Sourcing.
  • "We are delighted to have Paul Sullivan join our partnership as a Managing Director.
  • His more than 30 years in the wirehouse world with Merrill Lynch and experience in the independent space with Sanctuary Wealth will be extremely valuable as Steward Partners continues its explosive growth," said Jim Gold, CEO and Co-Founder of Steward Partners.
  • And it starts from day one," explained Paul Sullivan, Partner, Managing Director, Head of Internal Sourcing, Steward Partners.

Steward Partners' Joe Faber Named to CFO 5

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木曜日, 5月 4, 2023
Partnership, RIA, WSR, Intelligence, Top, Pershing, CFOS, Forbes List, CFO, Growth, Entrepreneurship, Research, Woman, Management

NEW YORK, May 4, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, proudly announces that Joe Faber, Chief Financial Officer of Steward Partners, has been named to Wealth Solutions Report's inaugural list of the top CFOs in wealth management, the CFO 5.                                             

Key Points: 
  • NEW YORK, May 4, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, proudly announces that Joe Faber, Chief Financial Officer of Steward Partners, has been named to Wealth Solutions Report's inaugural list of the top CFOs in wealth management, the CFO 5.
  • "We feel very fortunate to have Joe Faber heading up our financial team," said Hy Saporta, President and Co-Founder of Steward Partners.
  • "I'm extremely proud of this recognition from Wealth Solutions Report and humbled to be included in the company of the other honorees," explained Joe Faber, Chief Financial Officer, Steward Partners.
  • With over 25 years of experience in wealth and asset management, financial technology, and software development, Faber joined Steward Partners in 2022.

Steward Partners Honored on USA Today's Inaugural List of Best Financial Advisory Firms

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水曜日, 4月 26, 2023
Partnership, BNY Mellon, RIA, Top, AUM, Asset, Forbes List, Growth, Research, USA Today, Woman, Financial adviser

NEW YORK, April 26, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, proudly announces the firm has been awarded on the USA Today list of Best Financial Advisory Firms in 2023.

Key Points: 
  • NEW YORK, April 26, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, proudly announces the firm has been awarded on the USA Today list of Best Financial Advisory Firms in 2023.
  • The ranking honors 500 firms and the full list can be viewed on the USA Today website .
  • "This recognition from USA Today comes as we celebrate a remarkable first decade for our firm," said Jim Gold, CEO, and Co-Founder of Steward Partners.
  • USA Today and Statista selected the Best Financial Advisory Firms in 2023 based on two dimensions: recommendations by clients and peers and a firm's growth of Assets under Management (AUM).

Steward Partners Arrives in Los Angeles County

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木曜日, 4月 20, 2023
Pepperdine University, Partnership, University, Culture, Wharton School of the University of Pennsylvania, RIA, Morgan Stanley, California State University, Top, MBA, AUM, Forbes List, UBS, Valencia Hotel Group, BNY, Research, Woman, Investment, Certified Financial Planner, Financial adviser, Nursing, Economics

NEW YORK, April 20, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, is proud to welcome The Valencia Group at Steward Partners, consisting of Managing Directors and Wealth Managers, James Forsyth and Steven Miller, CFP®, as its first team in the Los Angeles metropolitan area. Located in Valencia, California, the team has approximately $200 million in assets under management (AUM) and was formerly affiliated with UBS. 

Key Points: 
  • NEW YORK, April 20, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, is proud to welcome The Valencia Group at Steward Partners, consisting of Managing Directors and Wealth Managers, James Forsyth and Steven Miller, CFP®, as its first team in the Los Angeles metropolitan area.
  • "We're making our first splash in the Southern California market with The Valencia Group at Steward Partners, but it's really only the tip of the iceberg as we continue to build out our presence in major markets," said Eric Field, CFP®, CIMA®, Partner, Western Divisional President, Steward Partners.
  • "There were a number of factors that influenced our decision to join Steward Partners, but one of the primary ones was the culture," explained James Forsyth, Managing Director, The Valencia Group at Steward Partners.
  • Steward Partners also had 15 of its partners named to the Forbes List of Best-In-State Wealth Advisors in 2022 and 16 of its partners were honored on its list in 2023.

Steward Partners Welcomes Ensign Wealth Partners

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火曜日, 3月 28, 2023
Salt Lake, Partnership, University, Ameriprise Financial, BNY Mellon, Marketing, Culture, RIA, Top, MBA, Brigham Young University, Salt Lake Community College, Forbes List, Acquisition, Institute of Administrative Management, Nature, UBS, Growth, Research, Wells Fargo, Woman, Certified Financial Planner, Social media, Financial adviser, Wachovia

NEW YORK, March 28, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Ensign1 Wealth Partners based outside Salt Lake City as its first partner in Utah. Led by Jed Dewsnup, APMA®, and Stephen Calder, CFP®, AIF®, the four-person team based in Farmington, Utah, has cumulatively more than 115 years of industry experience. They have chosen BNY Mellon | Pershing as their custodian for the almost $500 million in client assets on which they advise.

Key Points: 
  • NEW YORK, March 28, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Ensign1 Wealth Partners based outside Salt Lake City as its first partner in Utah.
  • "We're excited to welcome Jed, Steve, and Ensign Wealth Partners to Steward Partners for a number of reasons.
  • With Steward Partners, they have the freedom to customize their business to reflect the needs of their clients and use more personalized marketing available at Steward Partners.
  • Steward Partners also had 15 of its partners named to the Forbes List of Best-In-State Wealth Advisors and three advisors on Forbes America's Top Women Wealth Advisors Best-In-State List in 2022, as well as two advisors in 2023, both of which are prepared by SHOOK Research.

Steward Partners Welcomes Prosper Wealth Advisors

Retrieved on: 
木曜日, 3月 23, 2023
Brother, Band of Brothers, Partnership, RIA, Morgan Stanley Wealth Management, Central Division, Top, AUM, Forbes List, Father, Research, Woman, Financial adviser, Management, Excellence

NEW YORK, March 22, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, is proud to welcome the newest team to join the partnership—Prosper Wealth Advisors at Steward Partners. Led by veteran advisor Partner, Managing Director, and Wealth Manager Brad L. Chumley, the four-person independent team, with approximately $200 million in assets under management (AUM) and previously affiliated with Cambridge Investment Research Advisors, will be joining Steward Partners' Dallas office.  

Key Points: 
  • NEW YORK, March 22, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, is proud to welcome the newest team to join the partnership—Prosper Wealth Advisors at Steward Partners.
  • "We're very excited to have Brad Chumley and the team at Prosper Wealth Advisors as the latest partners to join our Dallas office," said Chris Barton, Managing Director, Senior Divisional President, Central Division at Steward Partners.
  • By joining Steward Partners, we will have the ability to provide even higher levels of personal attention and service to the families we have served for so many years," explained Brad Chumley, Partner, Managing Director, and Wealth Manager, Prosper Wealth Advisors at Steward Partners.
  • Steward Partners also had 15 of its partners named to the Forbes List of Best-In-State Wealth Advisors and three advisors on Forbes America's Top Women Wealth Advisors Best-In-State List in 2022, as well as two advisors in 2023, all of which are prepared by SHOOK Research.

Campspot Drives Camping Industry's Modernization with 3M+ Annual Reservations and New Suite of Software Features

Retrieved on: 
木曜日, 2月 23, 2023
ARVC, AGA, Software, Travel, Forbes List, Mailchimp, Growth, Face, Eye, API, Camping, Online shopping, Video game

GRAND RAPIDS, Mich., Feb. 23, 2023 /PRNewswire-PRWeb/ -- 2022 solidified Campspot's designation as North America's largest reservations platform and software provider for private campgrounds. The company drove record reservations in 2022, surpassing more than three million gross campsite reservations made across the platform. With camping demand continuing to grow in the face of rising travel costs and inflationary pressures, Campspot also added over 700 campgrounds to its own marketplace in 2022, which now offers more than 205,000 campsites for consumers to book directly via its website or app. The industry took notice, naming Campspot the 2022 ARVC Supplier of the Year and AGA Glamping Award Winner for Technology of the Year. The company was also listed on the Inc. 5000 List of Fastest Growing Companies and the Forbes List of America's Best Startup Employers, representing the only startup company serving the camping industry.

Key Points: 
  • GRAND RAPIDS, Mich., Feb. 23, 2023 /PRNewswire-PRWeb/ -- 2022 solidified Campspot's designation as North America's largest reservations platform and software provider for private campgrounds.
  • The company drove record reservations in 2022, surpassing more than three million gross campsite reservations made across the platform.
  • "The Campspot team has worked incredibly hard to reach these milestone achievements," said Michael Scheinman, CEO of Campspot.
  • Campspot successfully launched more than 20 new software features for its campground customers in 2022 focused on increasing revenue and driving efficiency across day-to-day campground management operations.

Steward Partners Advisors Liana Poodiack and Amy Sabin Named to Forbes Top Women Wealth Advisors Best-In-State List 2023

Retrieved on: 
火曜日, 2月 21, 2023
Forbes List, Woman, Wells Fargo, Vanguard, Río Sabinal Group, Telephone, Entrepreneurship, Female, Top, Financial adviser, Partnership, Research, Pharmaceutical industry

NEW YORK, Feb. 21, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, applauds advisor partners Liana Poodiack, CFP®, and Amy Sabin who have been named to the Forbes 2023 List of Top Women Wealth Advisors Best-In-State.

Key Points: 
  • NEW YORK, Feb. 21, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, applauds advisor partners Liana Poodiack, CFP®, and Amy Sabin who have been named to the Forbes 2023 List of Top Women Wealth Advisors Best-In-State.
  • "Both Liana Poodiack and Amy Sabin have been great partners since joining Steward, and are highly deserving of this recognition from Forbes," said Jim Gold, CEO and Co-Founder of Steward Partners.
  • Additionally, she was recognized by Forbes last year when she was named to Forbes Best-in-State Wealth Advisors List, and in 2020 to the list of America's Top Women Advisors.
  • Steward Partners also had 15 of its partners named to the Forbes List of Best-In-State Wealth Advisors and three advisors on Forbes America's Top Women Wealth Advisors Best-In-State List in 2022, both of which are prepared by SHOOK Research.

Clarity Private Wealth Solutions Is Steward Partners' Fourth 2023 Transition

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水曜日, 2月 8, 2023
Commerce, Forbes List, University, Certified Financial Planner, Wells Fargo, Partner, AUM, Rhodes College, III, Financial adviser, UBS, Certification, Wells Fargo Advisors, Steward, Economics, Entrepreneurship, Southeast Division, Pershing, Business, CFA, RIA, Wharton School of the University of Pennsylvania, Top, Knowledge, Partnership, Morgan Stanley, Distinguished Young Women, Research, Woman, Merrill (company), Cryptocurrency, Management, Science

NEW YORK, Feb. 7, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, is proud to welcome its fourth transition of the year. Clarity Private Wealth Solutions at Steward Partners was formerly affiliated with Wells Fargo Advisors as Ferguson Bailey Private Wealth Management Group. Led by John N. Ferguson, CFP®, CPWA®, CRPS®,  and Charles B. Bailey, III, the team also includes Senior Registered Client Associate Kellie Thompson. Based in Mobile, Alabama with approximately $250 million assets under management, the firm works with business owners, corporate executives, retirees, professional athletes, and nonprofit organizations.

Key Points: 
  • NEW YORK, Feb. 7, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, is proud to welcome its fourth transition of the year.
  • Clarity Private Wealth Solutions at Steward Partners was formerly affiliated with Wells Fargo Advisors as Ferguson Bailey Private Wealth Management Group.
  • "We are proud to have them as partners in Alabama and we look forward to helping Clarity Private Wealth Solutions continue to grow and prosper."
  • In addition to Clarity Private Wealth Solutions, H.L.