Steward Partners names new COO as assets top $53B amid ‘genuine inflection point’

Steward Partners has hired Joseph Glick as its new chief operating officer, tasking him with building out the infrastructure needed to support the employee-owned RIA's continued expansion.

Glick will report to the firm's senior leadership as Steward works to keep pace with its own growth curve. Among his first tasks will be shaping the firm's approach to technology and AI, tightening up financial planning and capital allocation, and hunting for ways to widen margins that can support both organic growth and further deal-making.

"Steward Partners is at a genuine inflection point," Glick said. "Having surpassed $53 billion in client assets, the firm is ready to build the kind of standardized, scalable infrastructure that supports the next leg of growth, whether that's reaching the next AUM milestone, expanding margins, or developing a more powerful growth engine in partnership with advisors across the firm.”

Glick was previously with Sequoia Financial Group, where he held the combined COO and CFO roles, running the firm's operating and financial functions while also steering M&A integration and organic growth planning. Before that, Glick spent 14 years at Deutsche Bank in senior operations leadership positions across London, continental Europe and New York, where he worked on governance and large-scale transformation projects.

The new COO also has a background in management consulting, spending nine years at consultancy firm Newry Corp. and being seconded to the William J. Clinton Foundation's Climate Change Initiative, helping bring low-carbon technologies to 40 major cities worldwide.

"We built Steward Partners on the belief that the right people, given the right ownership stake and the right culture, would outperform every time," said Hy Saporta, President of Steward Partners. "That thesis has produced $53 billion and a top-10 Barron's ranking. Joe comes in as we enter the phase where infrastructure has to match ambition. He's built that before. We were deliberate about finding someone with that track record, and Joe is the right person for this moment. I'm looking forward to what comes next."

Founded in 2013, Steward Partners has grown into one of the sector's most closely watched RIA firms. Over the past year alone it has brought on advisors managing close to $8 billion in combined client assets.

Recent gains include a strategic partnership with Zelniker Dorfman Private Wealth, an 11-person advisory team overseeing approximately $2.4 billion in client assets; and the acquisition of the $450 million firm Jazz Wealth, marking an expansion into Florida’s Gulf Coast region.