Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, has named Joseph Faber, a financial services professional with more than 25 years of experience in wealth and asset management, financial technology, and software development, as the firm’s new Chief Financial Officer.
“As Steward Partners continues to evolve and grow, the extension of our finance capabilities and resources are critical to the partnership’s overall success,” said Hy Saporta, President and Chief Operating Officer, Steward Partners Global Advisory. “Joe brings a wealth of relevant experience that will help us continue building out a robust business intelligence and analytics platform, extend our budgeting, planning and reporting capabilities, and evaluate strategic M&A and other growth opportunities that will be critical to the continued growth of the partnership.”
Prior to joining Steward Partners, Joe was Senior Vice President of Corporate Development at Cetera, where he was at various points responsible for corporate development, financial planning & analysis, and investor relations. Before joining Cetera, he worked in investment banking covering financial institutions for Morgan Stanley and Credit Suisse as well as in corporate development for TD Ameritrade. He began his career as a venture capitalist and entrepreneur, helping build technology and internet-oriented businesses.
“I’m excited to be joining Steward Partners at this point in the lifecycle of the firm. I think their business model in particular is extremely attractive, they have an unparalleled management team and unique partnerships with Cynosure and The Pritzker Organization and there’s tremendous opportunity for growth,” explained Joe. “My goal is to build a world-class finance team that is a trusted business partner for the organization. Finance, when it’s done right, does a lot more than just keep the books. It provides critical strategic advice and insight to the business that drives decision-making and helps propel it forward.”
Joe received his Bachelor of Arts degree in geosciences from Princeton University, his MBA from NYU’s Stern School of Business and holds Series 7 and 63 registrations.
Steward Partners is one of the country’s fastest growing independent wealth management firms and was recently ranked on Barron’s 2022 list of Top 100 RIAs, an annual ranking of independent advisory companies based on value of assets managed, technology spending, staff diversity, succession planning, and other metrics, for the third consecutive year. Steward Partners also had 15 of its partners named to the Forbes List of Best-In-State Wealth Advisors and three advisors on Forbes America’s Top Women Wealth Advisors Best-In-State List in 2022, both of which are prepared by SHOOK Research.
Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated.
Barron’s Top 100 RIA Firms, 2022. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pays a fee to Barron’s in exchange for the rating.
Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.shookresearch.com.
