Keith Taylor Takes the Helm at Steward Partners as New Chairman of the Board

Steward Partners Announces Leadership Transition

On January 2, 2026, Steward Partners, an independent financial services firm recognized for its comprehensive wealth management solutions, officially welcomed Keith Taylor as the new Chairman of its Board of Directors. This pivotal leadership transition follows the retirement of Michael McMahon, who has been instrumental in the firm's growth during his tenure.

A Toast to Leadership and Continuity

Michael McMahon, a veteran in the financial and private equity sectors, has spent nearly four decades shaping the industry. His contributions have paved the way for sustained growth at Steward Partners, and he will continue to provide guidance in an honorary capacity, ensuring a smooth transition as Taylor steps into his new role.

Keith Taylor, who has been part of Steward Partners since 2019, brings a wealth of experience from his previous roles at prestigious firms, including The Carlyle Group and Goldman Sachs. His deep understanding of the financial landscape and proven track record in private equity are expected to play a crucial role in guiding Steward's next phases of growth.

Taylor’s Vision for Steward Partners

Jim Gold, CEO of Steward Partners, expressed his confidence in Taylor's leadership abilities, stating, “Keith has been a trusted partner to Steward Partners from the moment our relationship began. His insights and expertise will be invaluable as we continue to evolve our platform.”

Under Taylor’s guidance, Steward Partners is expected to bolster its national presence, enhance its leadership structure, and implement strategic initiatives that align with the firm’s long-term goals. With a sharp focus on the unique culture at Steward Partners, Taylor emphasizes the importance of collaboration and a client-first approach in sustaining and amplifying the firm’s success.

Hy Saporta, President and COO at Steward Partners, also attests to Taylor’s understanding of the firm’s core values, emphasizing the cultural and strategic shifts that will follow this leadership change.

Milestones and Achievements

Since its establishment in 2013, Steward Partners has rapidly climbed the ranks within the financial services industry, garnering recognition for its practices and client relationships. The firm was recently ranked #9 on Barron's Top 100 RIA Firms list in 2025, a significant jump from its previous year’s #18 position. Moreover, its leadership team members were acknowledged in InvestmentNews’ Hot List, showcasing the firm's commitment to excellence.

In addition to these accolades, Steward Partners made headlines by being featured on various prominent lists, including those of AdvisorHub and Inc. 5000 for fastest-growing companies. This momentum, alongside Taylor’s recent appointment, suggests a bright future for the firm’s trajectory as it seeks to enhance its service offerings and drive innovative practices.

Looking Ahead

As the financial landscape continues to evolve, Steward Partners aims to adapt and thrive under Keith Taylor’s leadership. The emphasis on developing a strong team-based culture, alongside nurturing relationships with clients, will remain at the forefront of the firm’s ethos. With Taylor taking the reins, Steward Partners appears poised for further growth, setting the stage for ongoing successes and achievements in the years to come.

To explore more about Steward Partners and their offerings, visit Steward Partners.