Steward Partners Hires COO Joseph Glick After Surpassing $53 Billion in Client Assets
Updated
Updated · Wealth Management · Jul 8
Steward Partners Hires COO Joseph Glick After Surpassing $53 Billion in Client Assets
3 articles · Updated · Wealth Management · Jul 8
Summary
Joseph Glick joined Steward Partners as chief operating officer from Sequoia Financial Group, taking charge of finance, operations and technology as the firm expands.
More than $53 billion in client assets has pushed Steward to build more standardized, scalable infrastructure for its next growth phase, according to the firm and Glick.
Nearly $8 billion in client assets came with advisors added over the past 12 months, underscoring the growth pressure behind the operating hire.
Glick previously served as Sequoia’s COO and CFO and spent 14 years at Deutsche Bank, bringing experience in operational buildout, financial oversight and M&A integration.