#United States #Stamford #COO #Steward Partners #Joseph Glick

Joseph Glick Joins Steward Partners as Chief Operating Officer

STAMFORD, Conn., July 6, 2026 — Steward Partners, an independent financial services firm wholly owned by its employees, has announced the appointment of Joseph Glick as its new Chief Operating Officer (COO). This strategic move comes as the firm surpasses $53 billion in client assets, ushering in a new phase of growth and operational innovation.

Glick brings with him a wealth of experience from his previous roles at Sequoia Financial Group and Deutsche Bank, where he honed his skills in operational management and financial strategy. His primary focus at Steward will be to build the necessary infrastructure to support the firm’s ambitious growth trajectory, which includes enhancing technology integration and exploring marginal gains across operations.

The Role of COO

As the COO, Glick will directly report to the firm’s leadership and is tasked with overseeing finance, operations, and technology departments. His appointment signifies a shift aimed at establishing a scalable, standardized operational framework that aligns with the firm's evolving goals. Glick’s immediate priorities include crafting a robust technology and AI strategy, refining financial planning and capital allocation processes, and identifying opportunities for margin expansion.

Glick stated, "Steward Partners is at a genuine inflection point. With over $53 billion in client assets, we are poised to enhance our service offerings and operational efficiencies. My alignment with the executive team from our initial discussions made this opportunity particularly enticing. I look forward to contributing to our shared mission that champions growth and advisor partnership."

Glick’s Extensive Background

Glick comes to Steward after a notable tenure at Sequoia Financial Group, where as both COO and CFO, he played key roles in overseeing operational infrastructures and strategic growth initiatives. His 14 years at Deutsche Bank further enriched his expertise, during which he held senior operational leadership positions across various global regions including London, continental Europe, and New York.

His previous experience in management consulting with Newry Corp and contributions at the William J. Clinton Foundation's Climate Change Initiative underscore his diverse skill set. Glick holds a B.A. in Economics with honors from Case Western Reserve University and has completed executive education programs at both London Business School and MIT.

Steward Partners’ Ambitious Growth

Since its inception in 2013, Steward Partners has emerged as one of the fastest-growing independent financial services firms in the country. The firm has recently improved its ranking, moving from #18 to #9 on Barron’s Top 100 RIA Firms list. In the past year alone, Steward has attracted advisors managing nearly $8 billion in client assets, a testament to its robust business model and commitment to exceptional service.

Hy Saporta, President of Steward Partners, emphasized the importance of Glick’s role in this stage of growth, stating, "We started Steward Partners on the belief that the right people with the right ownership stake and culture can outpace the competition. Joe’s extensive experience makes him the ideal fit for this moment, as we strive to match our ambitious goals with a suitable operational infrastructure."

Looking Ahead

Glick’s vision and strategy will be instrumental as Steward Partners aims to further enhance its service offerings, optimize operational efficiencies, and solidify its position in the wealth management landscape. With the growing importance of technology and automation in financial services, Glick’s leadership is poised to propel Steward Partners toward its next milestone in client assets and market influence.

To learn more about Steward Partners, their commitment to innovation, and their recent achievements, visit www.stewardpartners.com.