Steward Partners Global Advisory

Steward Partners Global Advisory LLC, established in November 2013 and headquartered in Washington, D.C., is an employee-owned, full-service independent partnership dedicated to serving family, institutional, and multigenerational investors. The firm offers a range of services that include wealth planning, professional asset management, private banking, and institutional consulting. With a focus on personalized client service, Steward Partners Global Advisory aims to provide comprehensive investment strategy implementation and business solutions, helping clients make informed decisions and achieve their financial goals. Through its commitment to excellence, the firm has positioned itself as a trusted partner in investment and advisory services.

Gene Dooley

Managing Director, Wealth Manager and Partner

Joseph Faber

CFO

James Gold

CEO, Founding Partner, Board Member and Member of the Executive leadership team

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

Michael McMahon

Chairman of the Board of Directors

Jeremy Staadeker

Founding Partner, Director, Wealth Manager

Paul Staadeker

Founding Partner, Director and Wealth Manager

5 past transactions

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