Steward Partners Global Advisory

Description

Address: 29 Maplewood Ave, Portsmouth, NH 03801 Phone: (603) 427-8855Website: : : : : Place name: : : Category: Hours: Website: http://www.stewardpartners.com/ Category: Finance broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Steward Partners Global Advisory Posting publicly on the Web Write a review Reviews Be the first to review

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Steward Partners Global Advisory Employees

Employee
Years
Job
Industry
Jeffrey Gonyo Jeffrey Gonyo Washington D.C. Metro Area Details
Jeffrey Gonyo's Steward Partners Global Advisory Experience May 2014 - Present
Job Divisional President Steward Partners Global Advisory, Founding Partner and Wealth Manager
Industry Financial Services
Experience
Steward Partners Global Advisory   May 2014 - Present
Morgan Stanley Smith Barney  July 2003 - May 2014
Morgan Stanley Smith Barney  2007 - 2011
Merrill Lynch  June 1993 - July 2003

Skills
Finance, Wealth Management..., Bonds, Fixed Income, Financial Services, Fixed Annuities, Wealth, High Net Worth..., Hedge Funds, Options, Financial Planners, Capital Markets

Education
Siena College   1991 — 1993
Bachelor of Science, Finance

SUNY Plattsburgh   1989 — 1991
Accounting and Finance

Ahmad George Ahmad George Washington D.C. Metro Area Details
Ahmad George's Steward Partners Global Advisory Experience June 2014 - Present
Job Associate/Intern with Steward Partners Global Advisory
Industry Financial Services
Experience
Steward Partners Global Advisory   June 2014 - Present
ARCHBISHOP CARROLL HIGH SCHOOL  June 2014 - Present
The Basketball Group   January 2013 - Present
Enterprise Rent-A-Car  May 2013 - May 2014
Pace University  May 2010 - May 2014

Skills
Service Delivery, Typing, Web Design, Microsoft Word, Microsoft Excel, Balance Sheet, Income Statement, Cash Flow, Securities, Training, Insurance, Customer Service, PowerPoint, Microsoft Office, Management, Leadership, Social Media, Social Networking, Public Speaking, Event Planning, Marketing, Sales, Time Management, Fundraising, Finance, Facebook, Social Media Marketing, Research, Coaching

Education
Pace University - Lubin School of Business   2010 — 2014
Bachelor's degree, Finance, General

Gregory Banasz Gregory Banasz Washington D.C. Metro Area Details
Gregory Banasz's Steward Partners Global Advisory Experience June 2015 - Present
Job Managing Director Founding Partner at Steward Partners Global Advisory
Industry Financial Services
Experience
Steward Partners Global Advisory   June 2015 - Present
Steward Partners Holdings   January 2014 - Present
Morgan Stanley  November 2012 - December 2013
Morgan Stanley Smith Barney  November 2005 - November 2012
Legg Mason  January 2000 - November 2005
Legg Mason  November 1992 - January 2000

Skills
Wealth Management, Strategy, Investments, Financial Advisory, Management, Mutual Funds, Financial Analysis, Retirement Planning, Portfolio Management, Series 65, Asset Allocation, Team Consultant

Education
Towson University   1988 — 1992
BS, Finance and Accounting

Towson University   1986 — 1991
Bachelor's degree, Accounting and Finance

William Gold William Gold Ridgefield, Connecticut Details
William Gold's Steward Partners Global Advisory Experience 2013 - Present
Job Intern at Steward Partners Global Advisory
Industry Financial Services
Experience
Steward Partners Global Advisory   2013 - Present

Education
Lasell College   2012 — 2017
Finance, General, Junior

Conor Wolchesky Conor Wolchesky Washington D.C. Metro Area Details
Conor Wolchesky's Steward Partners Global Advisory Experience March 2015 - Present
Job Founding Partner Vice President at Steward Partners Global Advisory
Industry Financial Services
Experience
Steward Partners Global Advisory   March 2015 - Present
Morgan Stanley  August 2013 - March 2015

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, SQL, English, HTML, Accounting, C++, Windows, Photoshop, Team Leadership, Financial Modeling, Analysis

Education
The George Washington University   2009 — 2013
Bachelor of Business Administration (BBA), Finance

The George Washington University - School of Business   2009 — 2013
Bachelor of Business Administration, Finance

The Pomfret School   2006 — 2009
High School, High School/Secondary Diplomas and Certificates

Ross Wilkinson Ross Wilkinson Washington D.C. Metro Area Details
Ross Wilkinson's Steward Partners Global Advisory Experience August 2013 - Present
Job Associate Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2015 - Present
Steward Partners Global Advisory   August 2013 - Present
Washington Wealth Management  December 2010 - March 2013
2009 - 2010  October 2009 - June 2010
Morgan Stanley  January 2005 - October 2009
Morgan Stanley  January 2000 - January 2005
Morgan Stanley Group, Inc   May 1998 - January 2000
Merrill Lynch  March 1996 - May 1998
Merrill Lynch  January 1993 - January 1996
Merrill Lynch  January 1991 - January 1993

Education
George Mason University

Joe Wong, CFP®, CRPS® Joe Wong, CFP®, CRPS® Washington D.C. Metro Area Details
Joe Wong, CFP®, CRPS®'s Steward Partners Global Advisory Experience May 2014 - Present
Job Director, Founding Partner Wealth Manager
Industry Financial Services
Experience
Steward Partners Global Advisory   May 2014 - Present
Morgan Stanley Wealth Management  May 2006 - May 2014

Education
University of Maryland College Park   1999 — 2002
BS, Finance and Economics

Hy Saporta Hy Saporta Greater New York City Area Details
Hy Saporta's Steward Partners Global Advisory Experience 2014 — Present
Job Chief Operating Officer and Founding Partner at Steward Partners Global Advisory
Industry Financial Services
Experience
Steward Partners Global Advisory   2014 — Present
Citi  2011 — 2014
Morgan Stanley Smith Barney/Citi Smith Barney   2002 — 2011
Smith Barney  2000 — 2002
Smith Barney  1999 — 2000
Smith Barney  1996 — 1999
Smith Barney  1995 — 1996

Skills
Financial Services, Product Management, Strategic Financial..., Management, Series 7, Financial Advisory, Portfolio Management, Securities, E-Learning, Fixed Income, Mutual Funds, Series 24, New Business Development, Customer Experience, Business Development, Wealth Management, Marketing, Strategic Planning, Investments, Customer Experience..., Risk Management, Equities, Asset Allocation, Leadership, Business Strategy, Private Banking, Global Management, Global Operations, RIA, Strategy, Technology..., Business Management, Client Experience, Global Business...

Education
Lehigh University - College of Business and Economics   1991 — 1995
BS, Finance

Dwight Englewood School   1985 — 1991
All

Melissa Mulloy-Mecozzi Melissa Mulloy-Mecozzi Greater Boston Area Details
Melissa Mulloy-Mecozzi's Steward Partners Global Advisory Experience December 2014 - Present
Job Vice President Registered Client Administrative Manager at Steward Partners Global Advisory
Industry Financial Services
Experience
Steward Partners Global Advisory   December 2014 - Present
Morgan Stanley  April 2007 - 2013

Education
Troy University
Master of Business Administration (M.B.A.)

University of Alaska Fairbanks
Bachelor's Degree

Janet Robinson Janet Robinson Greater New York City Area Details
Janet Robinson's Steward Partners Global Advisory Experience November 2014 - Present
Job at
Industry Publishing
Experience
Steward Partners Global Advisory   November 2014 - Present
Fleishman Hillard  March 2012 - Present
OceanPoint Financial Partners   April 2013 - Present
The Carnegie Corporation of New York   March 2013 - Present
The Carnegie Corporation of New York   March 2012 - March 2013
The New York Times Company  December 2003 - December 2011

Skills
Publishing, Copy Editing, Editorial, Advertising, Magazines, Blogging, Marketing Communications, Social Media Marketing, Copywriting, Journalism, Online Advertising, Proofreading, InDesign, Books, Digital Media, Graphic Design, Marketing, Digital Marketing, Account Management, Creative Writing

Education
Amos Tuck Dartmouth (Executive Education)   1996 — 1996
Executive Education

Salve Regina University   1968 — 1972
Bachelor of Arts (B.A.), English Literature, cum laude