Steward Partners, a Stamford, Conn.-based independent financial services firm with more than $53 billion in client assets, has named Joseph Glick as chief operating officer.
Glick joins Steward from Sequoia Financial Group, where he served as both chief operating officer and chief financial officer, overseeing the firm’s operational and financial infrastructure, as well as M&A integration and an organic growth strategy, according to the announcement
He will report directly to Steward leadership and oversee finance, operations and technology as it builds infrastructure to support growth. “Steward Partners is at a genuine inflection point,” Glick said in a statement. “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.” In the last 12 months, Steward has added advisors overseeing nearly $8 billion in client assets. Prior to Sequoia, Glick spent 14 years at Deutsche Bank in senior operational leadership roles across London, continental Europe and New York. William Blair Promotes Olga Bitel to Chief Investment Strategist William Blair Investment Management, a Chicago-based investment manager, promoted Olga Bitel as chief investment strategist, the firm announced.
In the newly established role, Bitel will help shape and articulate the firm’s investment perspectives on global economic conditions, monetary and fiscal policy, financial markets, public policy and geopolitical developments, the firm said. She joined William Blair Investment Management in 2009 and most recently served as global strategist. “For years, we have benefited from Olga’s deep investment knowledge, global perspective and ability to connect macroeconomic developments to portfolio outcomes,” Bob Kendall, global head of investment management…