#United States #Stamford #Steward Partners #Jim Gold #Greg Banasz

Steward Partners Celebrates Recognition in Wealth Management Awards

Steward Partners, an employee-owned independent financial services firm, recently gained significant recognition in the prestigious 2025 WealthManagement.com Industry Awards. The awards proudly promote excellence and innovation in the wealth management sector, and this year, two of Steward Partners' key leaders were recognized for their outstanding contributions to the field.

Celebrating Leadership

Jim Gold, the Chief Executive Officer of Steward Partners, received the commendation for 'Chief Executive Officer of The Year' in the category for firms managing over $25 billion in assets under management (AUM). His visionary leadership has played a crucial role in steering the firm through various challenges and creating new opportunities for growth. Gold's commitment to fostering a culture of excellence within the organization has also led to tremendous advancements in employee engagement and developmental leadership initiatives, making a tangible impact across the wealth management landscape.

Greg Banasz, the Chief Marketing Officer of the firm, has also been recognized as 'Chief Marketing Officer of the Year.' Under Banasz's direction, the firm has witnessed transformative changes through strategic marketing campaigns and innovative thought leadership. His initiatives have not only strengthened the Steward brand but have also contributed greatly to the overall success of financial advisors within the industry.

Acknowledgment from Leadership

Hy Saporta, the President and Chief Operating Officer, expressed pride in Gold and Banasz's achievements, stating, "These accolades are a testament to their dedication and passion for redefining success in our industry. Their impact extends beyond just our firm; it serves as a benchmark for others in wealth management."

Growth and Recognition for Steward Partners

Founded in 2013, Steward Partners has quickly established itself among the fastest-growing RIA firms in the United States. The firm has recently been recognized for its robust growth and exemplary service in multiple forums. Notably, it made the Inc. 5000 list of fastest-growing private companies for the fifth consecutive year. Additionally, Stevenson Partners secured the 28th spot on Financial Advisor Magazine's 2025 Top RIA rankings and also featured in various prestigious lists, including Washington Business Journal’s 2025 Best Places to Work.

The firm's advisors have received accolades on Forbes | SHOOK's lists for Best-In-State Wealth Advisors, showcasing their commitment to delivering exceptional service and achieving desirable client outcomes through teamwork and collaboration.

Steward Partners remains dedicated to providing full-service wealth management solutions for families, businesses, and multigenerational investors. Currently, the firm oversees over $43 billion in client assets, emphasizing its position in the competitive financial services industry.

Continued Commitment to Excellence

The recognition of Jim Gold and Greg Banasz emphasizes Steward Partners’ commitment to leadership and innovation. Both leaders have set impressive standards for excellence in their respective roles, ensuring that Steward Partners not only meets but exceeds the expectations of their clients and advisors alike.

The WealthManagement.com Industry Awards have now completed their 11th year, celebrating the individuals and firms that consistently push the boundaries of what's possible in wealth management. As they continue to pursue excellence, Steward Partners envisions a future in which they maintain their trajectory of growth while making a positive impact in the industry.

For those interested in learning more about Steward Partners and their innovative wealth management solutions, visit Steward Partners.