Steward Partners, LLC | Comprehensive Financial Solutions for Advisors and Clients
Jim Gold
Jim Gold serves as the Chief Executive Officer, board member, and part of the Executive Leadership Team at Steward Partners, which he co-founded in 2013. With 30 years of experience in the financial services industry, Jim has a proven track record of leadership, innovation, and building elite, top performing executive teams.
Jim began his career at Smith Barney in 1995 as a Financial Advisor and quickly distinguished himself through his dedication, vision, and ability to inspire others. Over his 18-year tenure with Smith Barney and its successor firms, he advanced into senior leadership roles, including National Training Officer, Assistant Branch Manager, Branch Manager, and Complex Manager.
At Steward Partners, Jim’s leadership philosophy is rooted in collaboration, empowerment, and alignment. Steward is a firm where every member—regardless of role or title—has a voice in shaping the organization’s direction. This vision has translated into a partnership culture, where shared success is a cornerstone of the firm’s ethos.
Jim has a deep commitment to the people on his team. He sees every team member as integral to the organization’s success and strives to create an environment where individuals feel supported, valued, and empowered to contribute at their highest potential.
Outside of work, Jim a and his wife, Elizabeth, have four adult children: Will, Conor, Kiera, and Braedon, as well as a daughter-in-law, Annie and son in law Andrew. Jim has two grandchildren, Liam and Kennedy. Jim also supports numerous charitable organizations, including the American Heart Association, St. Jude’s Children’s Hospital, the Pan-Mass Challenge, the Wounded Warrior Project, Wreaths Across America, the ASPCA, Tunnels to Towers, Feeding America and the World Wildlife Fund.
Why M&A Will Play a Pivotal Role in the Wealth Management Industry
3/26/2024
Adjusted for Risk: Who Owns Wealth Management?
5/29/2024
Building the Firm of Today and the Future With Jim Gold
5/31/2024
Expect M&A, hybrid RIA growth to continue through second half, says Steward Partners CEO
6/12/2024
Bloomberg Businessweek: Fed's Decision, CPI in Focus
6/11/2024
Steward Partners CEO tackles AI, M&A and hybrid RIAs
6/24/2024
Harris Gains Steam | Bloomberg Surveillance
7/23/2024
Jim Gold: Steward Partners’ Big Growth Plans and the Power of Execution
8/16/2024
Tony Sirianni with Steward Partners’ Jim Gold on Independent Firms Becoming the Future of the Advisory Business
8/19/24
Harris Gains Steam | Bloomberg Surveillance
8/29/24
How to prepare for the breakaway experience
11/1/24
The benefits of equity model partnerships for RIAs
11/18/24
