JG

Jim Gold

CEO

Steward Partners Global Advisory

New York, New York


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Steward Partners Global Advisory
Industry
financial services
Employees
450.0
Seniority
C suite
Annual Revenue
66600000.0
Total Funding
240000000.0
Latest Funding
Debt Financing

Technologies

Outlook Microsoft Office 365 CloudFlare Hosting The Trade Desk Salesforce InfusionSoft Google Font API reCAPTCHA YouTube Vimeo Facebook Custom Audiences Adobe Coldfusion Google AdWords Conversion Facebook Widget Bootstrap Framework Zoho CRM Google Tag Manager Kaltura Facebook Login (Connect) JW Player Mobile Friendly Google Analytics Android Flutter Remote Python SharePoint

Keywords

wealth management institutional consulting asset management international advisory family office financial planning investment strategy risk management retirement planning trust services estate planning personalized service fiduciary responsibility registered investment advisor multi-generational planning financial advisory private banking comprehensive financial solutions wealth preservation client experience investment independence financial advisors retirement solutions portfolio management client-centric approach financial solutions insurance planning long-term care educational planning business solutions high-net-worth individuals financial markets investment alternatives wealth generation expansion strategy team of professionals financial literacy specialized advisors strategic partnerships analytical tools digital marketing community engagement regulatory compliance transparency in fees associate programs fundamental advisory compliance & regulations innovation in finance independent financial services wealth planning pension consulting family investors institutional investors multigenerational investors philanthropic services cash flow management equity ownership transition plans financial technology employee-owned barron's top 100 ria inc. 5000 best place to work transparency excellence in service customized financial strategies legacy planning socially responsible investments investment management financial services law practice legal services financial consulting consulting management consulting long term care marketing & advertising finance technology information technology & services

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