Steward Partners
Wells Complex Manager Returns, Weeks After Jumping to Indie Firm
Long Island manager rejoins in new, expanded role after wooing from senior executives.
Steward Partners Hires RBC Team in Houston
The Washington, DC-based independent advisory firm that affiliates with Raymond James has opened offices in two new cities this month.
Steward Partners Eyes Texas Office in Channel-Challenging Move–Source
Independent firm that gave Florida-based Raymond James tentacles in the mid-Atlantic and New England region plans a Houston presence.
Fast-Growing Advisory Firm Steward Partners Suffers Partner Clash
Executive chairman Michael Maurer leaves three-year-old, nine-office hybrid RIA cofounded with former Smith Barney partner.
Merrill Broker with $325 Mln German Book Jumps to Independent Firm
A Merrill Lynch veteran who specializes in foreign accounts has left to go to Steward Partners as the company tightens restrictions on the international business.