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Jim Gold
Jim Gold
CEO | Steward Partners
Sarasota, Florida, United States
Jim Gold
Summary
Jim Gold is an accomplished CEO and Co-Founder of Steward Partners Global Advisory, where he leads strategic initiatives and oversees office expansions. With a robust background in financial services, he transitioned from a successful career at Morgan Stanley, where he held several senior management roles, including Branch Manager and Complex Manager. His leadership has been recognized through various accolades, particularly in promoting diversity within the financial sector. Jim is also deeply committed to philanthropy, supporting numerous charitable organizations, reflecting his values beyond business. His extensive experience in alternative investments and wealth management positions him as a thought leader in the industry. He is known for fostering a collaborative environment that empowers advisors and enhances client relationships. Jim's educational journey includes prestigious institutions, laying a strong foundation for his professional achievements. He is passionate about innovation in financial services, aiming to redefine client-advisor dynamics in a rapidly evolving market. Jim's unique blend of expertise and commitment to community service makes him a respected figure in the financial advisory landscape.
Jim Gold
Work Experience
CEO at
Steward Partners
January 2015 - Present
President at
Steward Partners
July 2013 - Present
Branch Manager at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
October 2012 - April 2013
Complex Manager at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
April 2011 - October 2012
Branch Manager at
Morgan Stanley
May 2010 - April 2011
Complex Manager at
Morgan Stanley
October 2009 - May 2010
Branch Manager/ Complex Manager at
SMITH BARNEY LIMITED
June 2007 - October 2009
Branch Manager at
SMITH BARNEY LIMITED
April 2005 - June 2007
Assistant Branch Manager at
SMITH BARNEY LIMITED
March 2001 - April 2005
National Training Officer at
SMITH BARNEY LIMITED
July 1999 - March 2001
Financial Advisor at
SMITH BARNEY LIMITED
July 1995 - July 1999
Jim Gold
Education
January 1986 - January 1988
January 1985 - January 1986
January 1984 - January 1985
Holy Family High School
January 1983 - January 1984
Rockwell College, Ireland
January 1981 - January 1983
Frequently Asked Questions about Jim Gold
What is Jim Gold email address?
Jim Gold's primary email address is ***********@stewardpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jim Gold work for?
Jim Gold is a CEO at Steward Partners, a company specializing in Functions related to depository banking.
Where Jim Gold graduated from?
Jim Gold holds a degree in from Stonehill College.
How can I directly contact Jim Gold?
To contact Jim Gold directly, you can use the email address ***********@stewardpartners.com. Complete contact information is available upon registration with Muraena.
Who is Jim Gold?
Jim Gold is an accomplished CEO and Co-Founder of Steward Partners Global Advisory, where he leads strategic initiatives and oversees office expansions. With a robust background in financial services, he transitioned from a successful career at Morgan Stanley, where he held several senior management roles, including Branch Manager and Complex Manager. His leadership has been recognized through various accolades, particularly in promoting diversity within the financial sector. Jim is also deeply committed to philanthropy, supporting numerous charitable organizations, reflecting his values beyond business. His extensive experience in alternative investments and wealth management positions him as a thought leader in the industry. He is known for fostering a collaborative environment that empowers advisors and enhances client relationships. Jim's educational journey includes prestigious institutions, laying a strong foundation for his professional achievements. He is passionate about innovation in financial services, aiming to redefine client-advisor dynamics in a rapidly evolving market. Jim's unique blend of expertise and commitment to community service makes him a respected figure in the financial advisory landscape.
Jim`s contact details
***********@stewardpartners.com
********@morganstanley.com
Colleagues
Vice President, Wealth & Portfolio Specialist
Partner, Executive Managing Director & Wealth Manager
SVP Director of Operations & Supervision
Managing Director, Partner
Senior Vice President, Wealth Manager
Head of Strategic Initiatives and Chief Legal Officer
Managing Director
Managing Director - Wealth Manager
Partner, Vice President, Wealth Manager Associate
Managing Director