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Jim Gold

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Jim Gold

CEO | Steward Partners

Sarasota, Florida, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Jim Gold

Work Experience

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CEO at

Steward Partners

January 2015 - Present

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President at

Steward Partners

July 2013 - Present

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Branch Manager at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

October 2012 - April 2013

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Complex Manager at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

April 2011 - October 2012

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Branch Manager at

Morgan Stanley

May 2010 - April 2011

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Complex Manager at

Morgan Stanley

October 2009 - May 2010

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Branch Manager/ Complex Manager at

SMITH BARNEY LIMITED

June 2007 - October 2009

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Branch Manager at

SMITH BARNEY LIMITED

April 2005 - June 2007

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Assistant Branch Manager at

SMITH BARNEY LIMITED

March 2001 - April 2005

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National Training Officer at

SMITH BARNEY LIMITED

July 1999 - March 2001

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Financial Advisor at

SMITH BARNEY LIMITED

July 1995 - July 1999

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Jim Gold

Education

Stonehill College

January 1986 - January 1988

Siena College

January 1985 - January 1986

Saint John's University

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

mail

***********@stewardpartners.com

********@morganstanley.com

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