Steward Partners Global Advisory

Steward Partners Global Advisory LLC, based in Washington, D.C., is an employee-owned independent partnership that serves family, institutional, and multigenerational investors. Established in November 2013 by James Gold, the firm offers a range of services including wealth planning, investment strategy implementation, professional asset management, private banking, and institutional consulting. Additionally, it provides international advisory and business solutions tailored to client needs. Steward Partners Global Advisory emphasizes personalized client service and a commitment to excellence, enabling investors to make informed decisions and achieve their financial goals.

Gene Dooley

Managing Director, Wealth Manager and Partner

Joseph Faber

CFO

Travis Hadwin

Founding Partner, Senior Vice President, Wealth Manager

Angela Helmus-O'Brien

Founding Partner, Managing Director and Wealth Manager

Todd Hoffman

Founding Partner, Executive Managing Director, Wealth Manager

McMahon, Michael Edward

Chairman of the Board of Directors

Jeremy Staadeker

Founding Partner, Director, Wealth Manager

Paul Staadeker

Founding Partner, Director and Wealth Manager

4 past transactions

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