Glick arrives at the Stamford-based firm following a tenure at Sequoia Financial Group, where he served as both COO and CFO, overseeing financial infrastructure and M&A integration. His background also includes a 14-year stint at Deutsche Bank, where he held senior operational roles across Europe and New York. This experience in managing complex, global financial operations aligns with Steward Partners’ current trajectory as it transitions from a high-growth startup phase to a more structured, enterprise-scale platform.
Steward Partners Taps Joseph Glick as COO to Scale Asset Growth
Steward Partners has appointed industry veteran Joseph Glick as Chief Operating Officer, tasking him with building the scalable infrastructure necessary to manage the firm’s rapid expansion. Glick joins the independent financial services firm as it surpasses $53 billion in client assets, shifting focus toward technology, AI, and margin optimization.
President Hy Saporta noted that the firm reached a point where its operational framework must match its rising ambition. The appointment comes on the heels of significant recognition, including a #9 ranking on the 2025 Barron’s Top 100 RIA Firms list. Glick’s immediate mandate involves spearheading a firm-wide technology strategy and refining capital allocation to fuel both organic and inorganic growth. By integrating his expertise in management consulting and investment banking, the firm aims to sustain its performance as it competes for top-tier advisory talent and larger client portfolios.
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