Steward Partners Honors Mohan Gurupackiam as 2025 ThinkAdvisor Luminaries Award Winner

Steward Partners Celebrates Mohan Gurupackiam's Award



Steward Partners, an esteemed employee-owned financial services firm, has proudly announced that their Chief Information Officer, Mohan Gurupackiam, has been named 'CTO of the Year' in the prestigious 2025 ThinkAdvisor Luminaries Awards. This accolade recognizes individuals who have made significant contributions to advancing the wealth management industry, emphasizing excellence in client service and innovation.

In a remarkable evening of acknowledgment, Steward Partners not only celebrated Gurupackiam's achievement but also highlighted its multiple nominations in various categories, including 'Excellence in Marketing and PR' and 'CEO of the Year' for its Chief Executive Officer Jim Gold. Furthermore, the firm's marketing leader Greg R. Banasz was awarded the title of 'CMO of the Year,' while Frank McDonnell earned recognition as the 'Thought Leader of the Year.' These honors showcase the collective effort and dedication of Steward Partners’ leadership team.

Hy Saporta, President and COO of Steward Partners, expressed deep pride in Gurupackiam’s achievement, stating, "Mohan's success reflects our firm's strong culture and commitment to supporting our advisors and clients. Our commitment to innovation and outstanding leadership is a driving force behind our positive client outcomes."

The ThinkAdvisor Luminaries Awards, which spotlight excellence across vital domains such as executive leadership, thought leadership, technology innovation, and firmwide achievements, emphasize the need for firms to embrace strategies that empower their advisors. Steward Partners' performance across five finalist categories underscores its strategic investments aimed at equity and growth within the industry.

Gurupackiam, as the honoree, is recognized for exceeding the typical responsibilities of a chief technology officer by not only advancing technological innovations within Steward Partners but also enhancing service quality, accelerating client acquisition, and increasing asset growth. This recognition spotlights the crucial role that technology plays in the wealth management space—an area where Steward Partners has continuously excelled.

The firm's accolades extend beyond individual awards. In recent reports, Steward Partners was ranked #9 on Barron’s Top 100 RIA Firms list, a significant leap from its previous year’s placement at #18. This impressive progress demonstrates the firm’s rapid and consistent growth trajectory in what has become a highly competitive market. Moreover, Steward Partners was also featured on InvestmentNews' 2025 Hot List, underscoring the firm’s prominent position within the broader wealth management industry.

As of October 2025, Steward Partners manages nearly $46 billion in client assets. Their commitment to delivering superior service, innovative solutions, and a collaborative approach has positioned them as a leader in the wealth management sector. The firm’s closing remarks about the awards ceremony highlight a collective pride in the team’s achievements across categories that matter not only to their clients but to the overall financial services landscape.

About Steward Partners
Steward Partners is a full-service, independent financial services firm dedicated to offering comprehensive wealth management solutions for individuals, families, and institutions. Since its establishment in 2013, the firm has garnered recognition for its transparency and superior client service, laying the groundwork for solid and sustained growth and earning key distinctions within the financial industry. For more information, visit Steward Partners.

About the ThinkAdvisor Luminaries Awards
The ThinkAdvisor Luminaries Awards aim to honor those shaping the future of wealth management through exceptional standards in client service, innovation, and leadership. It recognizes the outstanding efforts of firms and individuals who are committed to enhancing the advisor experience and delivering measurable results for clients.

Topics Financial Services & Investing)

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