WASHINGTON, Jan. 23, 2017 /PRNewswire/ -- Steward Partners Global Advisory LLC, an employee-owned, full service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Alexandra Koch and Brandon Haase, both senior vice presidents and wealth managers, have joined the New York City and Albany, New York offices respectively.
While last year was a banner year for Steward Partners, 2017 is anticipated to be just as successful. With additional partners scheduled to join the firm in the first four months of the year, Steward is expanding beyond its eight locations across the northeast. "We are seeing increased interest in our model, but also in the 'culture of caring' theme of our company," says Steward Partners CEO, Jim Gold. "Every employee at Steward is a partner and we listen to what they have to say. As our firm evolves and grows, it will be because we listened to our partners. They just don't have a voice in the company - they have a vested interest in our overall success."
CULTURE AND PARTNERSHIP MOTIVATING FACTORS
Alexandra Koch, Senior Vice President, Wealth Manager and international advisor in the New York City office joined earlier this month. She brings with her over 22 years of international and wealth management experience, focused primarily in Germany and Austria. "At the time I was introduced to Steward Partners," says Koch, "I wasn't interested in leaving Morgan Stanley, but when I saw first-hand how they treated wealth managers as partners and owners in the organization, it warranted a closer look. So when I had the opportunity to understand what Steward could offer me and my clients, it was an easy decision to join them. Their model is really unique."
Last week in the Albany, NY office, Steward Partners welcomed Brandon Haase from RBC Wealth Management. Haase has over 11 years of wealth management experience and focuses primarily on financial planning and high new worth families. "When I heard Steward Partners opened a location in Albany last September, I wanted to know more," says Haase. "This is a small town and those of us in the wealth management community all grew up together. When a new firm with legacy local management ties launches a top floor office in the center of town, we all notice."
"With Jeff Gonyo as the divisional president in Maryland and DC and the recent addition of Jim Connors, divisional president in New England, we now have leadership and bandwidth to build on our 2016 success," say Steward Partners President, Hy Saporta. "We're extremely busy doing what's necessary to create a place for our partners, but we're also having a lot of fun along the way."
About Steward Partners Global Advisory
Headquartered in Washington, DC, with additional offices in Keene, Portsmouth and Manchester, NH, Albany, NY, Andover, MA, Bethesda, MD and New York City, Steward Partners Global Advisory, LLC is an employee owned, full service independent partnership catering to family, institutional and multi-generational wealth.
For more information, visit us at www.stewardpartners.com. About Raymond James Financial Services, Inc.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,700 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,100 financial advisors serving in excess of 2.9 million client accounts in more than 2,800 locations throughout the United States, Canada and overseas. Total client assets are approximately $608 billion.
Steward Partners Holdings and Steward Partners Global Advisory, LLC maintains a separate professional business relationship with, and our professionals offer securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. 1776 I Street, NW, Suite 700, Washington D.C. 20006 - Toll Free: (844) 801-8268.
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SOURCE Steward Partners Global Advisory LLC