Steward Partners
Independents Steward and Sanctuary Hire Brokers from Merrill, UBS
Austin duo overseeing $134 million leaves Merrill for Raymond James affiliate, while 16-year UBS executive stock specialist shifts to new Noyes unit in San Francisco.
Steward Attracts Veteran Broker in Texas from J.P. Morgan
Dallas office of J.P. Morgan loses $1.3 million producer Amy Sabin to Raymond James-affiliated independent firm the same day it hires an early-career wealth associate from UBS.
Top Stories of the Week: UBS Touts 3% CD for Clients, Ameriprise Clips CEO Pay, And More
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Steward Partners Recapitalizes, Gets $50 Million from Private Equity Firm
Raymond James-affiliated firm says it will use investment from Cynosure Partners to expand and allow some stakeholders to monetize their positions.
Wells Complex Manager Jumps to RayJay Affiliate in New Jersey
Tim Sheridan replaces a short-lived Steward Partners manager who boomeranged back to Wells Fargo after a few weeks.
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.
