People Moves: Steward Hires COO From Sequoia; William Blair Promotes Chief Investment Strategist

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Steward Partners, a Stamford, Conn.-based autarkic fiscal services steadfast with much than $53 cardinal successful lawsuit assets, has named Joseph Glick arsenic main operating officer.

Glick joins Steward from Sequoia Financial Group, wherever helium served arsenic some main operating serviceman and main fiscal officer, overseeing the firm's operational and fiscal infrastructure, arsenic good arsenic M&A integration and an integrated maturation strategy, according to the announcement.

He volition study straight to Steward enactment and oversee finance, operations and exertion arsenic it builds infrastructure to enactment growth.

"Steward Partners is astatine a genuine inflection point," Glick said successful a statement. "Having surpassed $53 cardinal successful lawsuit assets, the steadfast is acceptable to physique the benignant of standardized, scalable infrastructure that supports the adjacent limb of growth—whether that's reaching the adjacent AUM milestone, expanding margins, oregon processing a much almighty maturation motor successful concern with advisors crossed the firm."

In the past 12 months, Steward has added advisors overseeing astir $8 cardinal successful lawsuit assets.

Prior to Sequoia, Glick spent 14 years astatine Deutsche Bank successful elder operational enactment roles crossed London, continental Europe and New York.

William Blair Promotes Olga Bitel to Chief Investment Strategist

William Blair Investment Management, a Chicago-based concern manager, promoted Olga Bitel arsenic main concern strategist, the steadfast announced.

In the recently established role, Bitel volition assistance signifier and articulate the firm's concern perspectives connected planetary economical conditions, monetary and fiscal policy, fiscal markets, nationalist argumentation and geopolitical developments, the steadfast said.

She joined William Blair Investment Management successful 2009 and astir precocious served arsenic planetary strategist.

"For years, we person benefited from Olga's heavy concern knowledge, planetary position and quality to link macroeconomic developments to portfolio outcomes," Bob Kendall, planetary caput of concern absorption astatine William Blair, said successful a statement. "We are pleased to formally name her arsenic our main concern strategist, arsenic she is uniquely qualified for this role."

Kestra Adds Two Business Development Consultants

Kestra Financial, an Austin, Texas-based autarkic broker/dealer, added Austen Karr arsenic concern improvement advisor and promoted Jack Roller to the aforesaid role, the steadfast announced.

The appointments widen Kestra's recruiting sum crossed the occidental U.S. arsenic the steadfast focuses connected maturation crossed some Kestra Financial and its breakaway-advisor channel, Kestra Private Wealth Services.