Organizational Chart of Steward Partners

Steward Partners Organigramm

www.stewardpartners.com

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CEO

James Gold
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Chairman of the Board

Michael McMahon
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Director

Andrew Braithwaite
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Director

Elizabeth Fisher
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Director

Joseph Gleberman
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Director

Rob Jackowitz
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Director

Charles Johnston
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Director

Robert Mulholland
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Director

Janet Robinson
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Director

Jason Sussman
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Director

Keith Taylor
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CFO

Joseph Faber
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Wealth Management

W...
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Control

K...
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Control

D...
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President & COO

Hy Saporta
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Business

J...
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Business

R...
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Operations & Supervision

S...

Operations & Supervision @ Umpqua Investments
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Business

K...
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Business

J...
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Business

S...
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Operations

B...
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Operations & Risk

A...
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Administration

M...
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Administrative Assistant

F...
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Compliance & Risk

G...
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Compliance

R...
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Surveillance & Monitoring

C...
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Compliance

R...
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Compliance

J...
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Deputy Compliance

J...
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HR

K...
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Legal

P...
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Marketing

G...
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Media & Mktg

I...
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Product

F...
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Western

E...

CEO @ Umpqua Investments
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Central

C...
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Northeast

M...
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Southeast

J...
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Service Strategy & COO

Jeani Winterbourne

COO @ Umpqua Investments
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CIO

M...
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Technology

B...
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Update Mai 2, 2025
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