Jim Gold
Vorstandsvorsitzender bei Steward Partners Investment Advisory LLC
Profil
Mr. James M.
Gold is a Chief Executive Officer at Steward Partners Investment Advisory LLC.
He is on the Board of Directors at Steward Partners Investment Advisory LLC.
He is a Founding Partner and member of the Executive leadership team at Steward Partners Global Advisory.
He has extensive experience in the financial services industry, having held several senior-level roles.
Mr. Gold was Executive Director at Morgan Stanley.
Prior to assuming his role, Mr. Gold ran the Southern Connecticut Complex, headquartered in Greenwich CT.
He spent 18 years with Smith Barney, beginning in 1995 as a Financial Advisor.
He went on to hold numerous management positions at the firm, including National Training Officer, Assistant Branch Manager, Branch Manager, and Complex Manager.
He received his undergraduate degree from Stonehill College, Inc.
Aktive Positionen von Jim Gold
| Unternehmen | Position | Beginn |
|---|---|---|
Steward Partners Investment Advisory LLC
 Steward Partners Investment Advisory LLC Investment ManagersFinance Steward Partners Investment Advisory LLC (SPIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2016 and is wholly-owned by Steward Partners Holdings LLC, a subsidiary of Steward Partners Management Holdings LLC. SPIA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Vorstandsvorsitzender | 01.03.2016 |
Ausbildung von Jim Gold
| Stonehill College, Inc. | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Steward Partners Investment Advisory LLC
Steward Partners Investment Advisory LLC Investment ManagersFinance Steward Partners Investment Advisory LLC (SPIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2016 and is wholly-owned by Steward Partners Holdings LLC, a subsidiary of Steward Partners Management Holdings LLC. SPIA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
