In September 2022, the firm was ranked among ![]() Steward Partners has been one of the industry's fastest-growing RIA firms since its launch in 2013. The firm also launched a custodial partnership with Pershing in 2023. In his time as CFO at Steward Partners, the firm has seen record revenues and profitability in 2022 and recruited over Under Faber's leadership, the firm has put aĬredit facility in place to support future growth, launched a new commission processing system to improve efficiency, streamlined and redesigned the firm's general ledger, and built out dedicated finance functions including financial planning and analysis, procurement, and real estate. With over 25 years of experience in wealth and asset management, financial technology, and software development, Faber joined Steward Partners in 2022. "Steward Partners is a great firm and I'm excited to be helping to write the next chapter of its growth story." , Chief Financial Officer, Steward Partners "I'm extremely proud of this recognition fromĪnd humbled to be included in the company of the other honorees," explained They chose Faber and the other four honorees for their demonstrated dedication to the industry, influence reaching across wealth management, and a reputation for excellence in leadership. Joe has also helped us continue building out a robust business intelligence and analytics platform, as well as improve our budgeting, planning, and reporting capabilities."īelieves that finance is the lifeblood of any organization, and that Chief Financial Officers bear the responsibility for honesty and integrity, wise management, detailed planning, and loyalty to the organization. "His knowledge and expertise have been invaluable in helping to evaluate strategic M&A and other growth opportunities critical to the continued growth of the partnership. ![]() Hy Saporta, President and Co-Founder of Steward Partners.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |