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Jim Gold
Chief Executive Officer at Steward Partners Investment Advisory LLC
Profile
Mr. James M.
Gold is a Chief Executive Officer at Steward Partners Investment Advisory LLC.
He is on the Board of Directors at Steward Partners Investment Advisory LLC.
He is a Founding Partner and member of the Executive leadership team at Steward Partners Global Advisory.
He has extensive experience in the financial services industry, having held several senior-level roles.
Mr. Gold was Executive Director at Morgan Stanley.
Prior to assuming his role, Mr. Gold ran the Southern Connecticut Complex, headquartered in Greenwich CT.
He spent 18 years with Smith Barney, beginning in 1995 as a Financial Advisor.
He went on to hold numerous management positions at the firm, including National Training Officer, Assistant Branch Manager, Branch Manager, and Complex Manager.
He received his undergraduate degree from Stonehill College, Inc.
Jim Gold active positions
Companies | Position | Start |
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Steward Partners Investment Advisory LLC
![]() Steward Partners Investment Advisory LLC Investment ManagersFinance Steward Partners Investment Advisory LLC (SPIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2016 and is principally owned by Steward Partners Holdings LLC, which is owned by Steward Partners Management Holdings LLC. SPIA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Chief Executive Officer | 2016-02-29 |
Training of Jim Gold
Stonehill College, Inc. | Undergraduate Degree |
Experiences
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Linked companies
Private companies | 1 |
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Steward Partners Investment Advisory LLC
![]() Steward Partners Investment Advisory LLC Investment ManagersFinance Steward Partners Investment Advisory LLC (SPIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2016 and is principally owned by Steward Partners Holdings LLC, which is owned by Steward Partners Management Holdings LLC. SPIA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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