Steward Partners Global Advisory

Steward Partners Global Advisory LLC, based in Washington, D.C., is a financial service provider that focuses on investment and advisory services for family, institutional, and multigenerational investors. The firm specializes in wealth planning, cash management, brokerage, capital access, and institutional consulting. By offering these services, Steward Partners aims to help clients make informed financial decisions and foster business growth.

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 Edward McMahon

Chairman of the Board of Directors

Chris Nee

Managing Director, Wealth Manager

Jeremy Staadeker

Founding Partner, Director, Wealth Manager

Paul Staadeker

Founding Partner, Director and Wealth Manager

1 past transactions

Umpqua Investments, Inc.

Acquisition in 2021
Umpqua Investments is a financial services company offering financial, retirement, estate planning, and life insurance services.
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