Steward Partners announced the appointment of Joseph Glick as Chief Operating Officer. Glick will have primary accountability for finance, operations, and technology as the firm builds infrastructure to support its next phase of growth.
Steward Partners is a full-service, employee-owned independent financial services firm that recently surpassed $53 billion in client assets. The company said Glick’s appointment deepens its leadership team as it continues scaling its platform.
Glick joins Steward Partners from Sequoia Financial Group, where he served as both COO and CFO. In that role, he oversaw operational and financial infrastructure, M&A integration, and organic growth strategy.
Before Sequoia, Glick spent 14 years at Deutsche Bank in senior operational leadership roles across London, continental Europe, and New York. His work included operations governance and large-scale transformation initiatives.
Glick’s initial priorities at Steward Partners will include establishing the firm’s technology and AI strategy. He will also focus on strengthening financial planning and capital allocation and identifying margin expansion opportunities to support continued organic and inorganic growth.
Earlier in his career, Glick spent nine years with Newry Corp., a management consultancy focused on market and growth strategy for industrial and consumer products companies. He was also loaned to the William J. Clinton Foundation’s Climate Change Initiative, where he helped bring next-generation low-carbon technologies to market across 40 major cities.
Glick holds a B.A. in Economics with honors from Case Western Reserve University. He also completed executive education programs at London Business School and the Massachusetts Institute of Technology.
KEY QUOTES:
“Steward Partners is at a genuine inflection point. Having surpassed $53 billion in client assets, the firm is ready to build the kind of standardized, scalable infrastructure that supports the next leg of growth—whether that’s reaching the next AUM milestone, expanding margins, or developing a more powerful growth engine in partnership with advisors across the firm. The alignment I experienced from the very first conversation with Jim, Hy, and the broader executive team was unlike anything I’ve encountered. The conviction is real, the mission is clear, and I’m genuinely excited to get to work.”
Joseph Glick, Chief Operating Officer of Steward Partners
“We built Steward Partners on the belief that the right people, given the right ownership stake and the right culture, would outperform every time. That thesis has produced $53 billion and a top-10 Barron’s ranking. Joe comes in as we enter the phase where infrastructure has to match ambition. He’s built that before. We were deliberate about finding someone with that track record, and Joe is the right person for this moment. I’m looking forward to what comes next.”
Hy Saporta, President of Steward Partners
