Jim Gold
About Jim Gold
Jim Gold Founder & CEO
Jim Gold is the Founder and CEO of Steward Partners. His leadership has been instrumental in shaping the company's strategic direction and growth within the financial industry. He has steered the company through various key milestones, including significant acquisitions and the launch of new business operations.
Jim Gold Financial Industry Experience
With over a decade of experience in the financial industry, Jim Gold has been a pivotal figure in several high-profile events and initiatives. His expertise and strategic vision have contributed to the substantial growth and success of Steward Partners.
Jim Gold on Kathy Ireland Worldwide Business – FOX TV
In November 2016, Jim Gold was featured on Kathy Ireland Worldwide Business – FOX TV. This appearance highlighted his role and contributions to the financial industry, providing insights into his leadership at Steward Partners.
Jim Gold at Steward Partners Symposium 2017
Jim Gold participated in the 1st Steward Partners Symposium held in Washington, DC in November 2017. The event gathered industry leaders to discuss trends, challenges, and opportunities within the financial sector.
Steward Partners Milestones Under Jim Gold's Leadership
Under Jim Gold's leadership, Steward Partners has achieved several important milestones. In March 2019, the firm received a $50 million minority stake from Cynosure. In September 2020, Steward Partners acquired Umpqua Investments. In June 2022, the company launched broker/dealer operations and a multi-custodial model. He also played a role in securing a credit facility with Apogem Capital in November 2022 and was involved in the acquisition of Freedom Street in December 2023.