Steward Partners Global Advisory

Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence. Steward Partners Global Advisory was established in November, 2013 by James Gold in Washington, District of Columbia.

James Gold

CEO

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.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.