#United States #New York #Steward Partners #Jim Gold #Scott Danner

Steward Partners' Leaders Earn Recognition on InvestmentNews' 'Hot List' 2024

In an impressive acknowledgment of excellence within the financial services sector, Steward Partners, an independent wealth management firm, has secured two elite positions on InvestmentNews' second annual 'Hot List.' The firm has gained attention for its innovative and client-centered approach under the leadership of CEO Jim Gold and Legacy Division Head Scott Danner.

Recognition in the Financial Industry

Jim Gold and Scott Danner have become focal figures in this esteemed list, which highlights 100 outstanding financial advisors who have made significant contributions to both their firms and the broader industry. The duo's inclusion signals their unwavering commitment to driving success not only for their firm but also for their clients and the profession at large.

Since its inception in 2013, Steward Partners has rapidly ascended to become one of the fastest-growing Registered Investment Advisors (RIAs) in the United States. This exceptional growth is attributed to the firm’s unique employee-owned model, empowering every team member to play a vital role in shaping the company’s direction. This empowering ethos fosters a supportive workplace environment that inspires innovative thinking and robust collaboration.

Gold emphasized the importance of the firm’s employee equity ownership model, articulating how it proves crucial to Steward’s continued success. He stated, “From the time Steward Partners was founded, our employee equity ownership model allows each team member to play a part in steering our firm's direction… accolades like these affirm that we're doing right by our employees and the clients we're privileged to work with.”

Commitment to Excellence

Scott Danner echoed Gold's sentiments, pointing out that the achievements of Steward Partners arise from a collective effort. “Our accomplishments as a firm are made wholly possible by the peerless advisors and teams that we are proud to call partners,” said Danner. This spirit of teamwork and excellence resonates throughout the firm, creating a legacy that all members can take pride in.

Steward Partners has been recognized since its launch, being consistently included in Barron's 'Top 100 RIA Firms' for five consecutive years, achieving an impressive ranking of 18th in the latest list. Additionally, a significant number of its wealth managers have earned accolades from Forbes, reinforcing the firm’s reputation for excellence.

The firm’s broad range of services includes comprehensive wealth planning, private banking, institutional consulting, and international advisory, managing over $37 billion in client assets as of August 2024. These successful outcomes highlight the organization's commitment to providing exceptional client service while prioritizing transparent and supportive partnerships.

Looking Toward the Future

Both Gold and Danner have shared a forward-looking vision, expressing enthusiasm for the future trajectory of Steward Partners. With their steadfast dedication to fostering an encouraging workplace culture while continuing to expand their services, the firm looks poised to not only maintain but also accelerate its remarkable growth journey.

As they celebrate this recent recognition, Jim Gold remarked, “Steward's momentum continues to accelerate, and we are incredibly excited about the future.” This sentiment encapsulates the spirit that drives the firm's ongoing success.

Conclusion

Recognition such as that from InvestmentNews serves to validate the exceptional work being carried out within the corridors of Steward Partners. Jim Gold and Scott Danner represent the forefront of this transformative culture within the financial industry and herald a new era of wealth management characterized by excellence, innovation, and commitment to clients.

To explore the complete list of honorees as well as more about the exceptional work in the financial profession, readers can visit the InvestmentNews website.