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Steward Partners Appoints Joseph Glick as Chief Operating Officer, Positioning the Firm for Its Next Phase of Growth

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4 months ago

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Industry veteran brings deep RIA operational expertise and a track record of scaling firms through technology, automation, and margin expansion; deepening the leadership team as Steward surpasses $53B in client assets

STAMFORD, Conn., July 6, 2026 /PRNewswire/ — Steward Partners, a full-service, employee-owned, independent financial services firm today announced the appointment of Joseph Glick as Chief Operating Officer. Glick will report directly to firm leadership and will have primary accountability for finance, operations and technology, building the infrastructure required to sustain Steward’s rapid growth trajectory.

Glick joins Steward Partners from Sequoia Financial Group, where he served as both COO and CFO, overseeing the firm’s full operational and financial infrastructure along with M&A integration and their organic growth strategy. Prior to Sequoia, Glick spent 14 years at Deutsche Bank in senior operational leadership roles across London, continental Europe, and New York, overseeing operations governance, and transformation at significant scale.

“Steward Partners is at a genuine inflection point,” said Glick. “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.”

His initial priorities will include establishing the firm’s technology and AI strategy, strengthening its financial planning and capital allocation framework, and identifying margin expansion opportunities that can fuel continued organic and inorganic growth.

“We built Steward Partners on the belief that the right people, given the right ownership stake and the right culture, would outperform every time,” said Hy Saporta, President of Steward Partners. “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.”

Glick brings a career trajectory that spans management consulting, global investment banking operations, and independent wealth management, a breadth that mirrors the operational complexity Steward Partners now manages as one of the nation’s fastest-growing RIA platforms. Earlier in his career, he spent nine years with Newry Corp., a management consultancy focused on market and growth strategy for industrial and consumer products companies, and was loaned to the William J. Clinton Foundation’s Climate Change Initiative, where he helped bring next-generation low-carbon technologies to market across 40 of the world’s largest cities. Glick holds a B.A. in Economics with honors from Case Western Reserve University and completed executive education programs at London Business School and the Massachusetts Institute of Technology.

Since its launch in 2013, Steward Partners has solidified its place as one of the industry’s fastest-growing and most influential RIA firms. In the last 12 months, Steward Partners welcomed advisors overseeing nearly $8 billion in client assets. The firm was recently recognized with a #9 ranking on the 2025 Barron’s Top 100 RIA Firms list, up from its #18 ranking in 2024. Additionally, Steward Partners was named a 2025 Thrivent Employer of Choice by InvestmentNews, reflecting the firm’s commitment to fostering a collaborative, partner-driven culture. Several Steward Partners advisors and teams were also honored on Forbes | SHOOK’s 2026 Best-In-State Wealth Advisors and 2026 Best-In-State Wealth Management Teams lists, underscoring the quality of client service delivered across the platform.

About Steward Partners
Representing some of the U.S.’s top advisors, Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. Established in 2013, the firm fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. With its commitment to exceptional client service and forward-thinking partnerships, the firm was ranked as the #9 RIA in the country in Barron’s Top 100 RIAs for the year 2025. Offering services such as comprehensive wealth planning, private banking, institutional consulting, and business solutions, the firm was responsible for over $53 billion in client assets as of June 2026.

To learn more about Steward Partners, visit www.stewardpartners.com.

About Baron’s Top 100 RIAs
2025 – Source: Barrons.com. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. Barron’s selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Steward Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Steward Partners.

About InvestmentNews: Thrivent Employer of Choice
2025 – The Thrivent Employer of Choice award recognizes a multi-office advisor network, brokerage, or fund provider’s commitment to building a workplace that recognizes excellence and supports career growth for all. This award recognizes the company that has earned the reputation to be called an employer of choice within the wealth management and financial planning industry. Nominations by employees, partners, peers, and clients are welcome. Employers are selected based on objective criteria including: must have more than 50 employees within the U.S. and be in the wealth management industry, demonstrates unique employee value proposition (e.g. business development support, marketing support, education, training, philanthropy), defined workplace brand and culture to foster growth for employees, innovative approach to employee recruitment, retention, talent management, learning & development, mitigating employer-related risks, managing changes within the business (i.e. digitalization, customer expectations, compliance), and exemplary reputation within the industry. Data was compiled from 2024. Award Finalists announced June 24, 2025. Steward Partners nor its affiliates paid a fee to InvestmentNews in exchange for the ranking.

About Forbes Best-in-State Wealth Advisors
2026 – Source: Forbes.com – The ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: in-person, virtual and telephone due diligence meetings, client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Steward Partners nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and published by Forbes (April 7, 2026). For more information, see www.SHOOKresearch.com.

About Forbes Best-In-State Wealth Management Teams
2026 – Source: Forbes.com (award given 1/7/2026) – ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com. Data for the award as of 3/31/2025.

Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA / SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Media Contact:
Zach Allegretti
JConnelly
zallegrettiii@jconnelly.com
973-850-7341

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SOURCE Steward Partners

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HKAGE Showcases Gifted Students’ Learning Journeys at InnoCarnival 2026

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52 minutes ago

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October 24, 2026

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Promoting “Technology for Good” Through Innovation and Creativity 

HONG KONG, Oct. 24, 2026 /PRNewswire/ — The Hong Kong Academy for Gifted Education (HKAGE) has been invited to participate in InnoCarnival 2026, organised by the Innovation and Technology Commission. Under the theme “Technology for Good, Innovation for All”, HKAGE will showcase the learning journeys of gifted students who have completed programmes on AI robotic arms, underwater archaeology, etc., demonstrating how technology can be harnessed to address societal needs.

Having proactively aligned its work with the education development strategies of the Education Bureau (EDB), HKAGE fully supports the EDB’s Blueprint for Digital Education in Primary and Secondary Schools, which seeks to advance the digital transformation of school education in Hong Kong. Building on its Talent Development Model, HKAGE systematically develops programmes, provides diversified learning experiences and engages in cross-sector collaborations to nurture gifted talents equipped with innovative capabilities, technological literacy, and a strong sense of social responsibility. At the exhibition this year, HKAGE will present how students applied knowledge gained through gifted education programmes and learning experiences in areas such as artificial intelligence, quantum computing, environmental science, underwater archaeology and sustainable development to design socially conscious solutions. These experiences reflect the students’ ability to serve society with knowledge and respond creatively to diverse challenges.

Among the highlights is the learning journey of students in the “Artificial Intelligence Course: Creative AI Robotic Arm for Inclusion”. After acquiring foundational knowledge in artificial intelligence, robotics and sensor applications, students designed, tested and refined intelligent robotic arm prototypes through real-time data analysis and algorithms. With the aim of improving the quality of life for the elderly and caregivers, students explored various application scenarios for intelligent robotic arms. Another showcase features the “Environmental Science Course: Bat Echoes – Voices of the Night”. Through acoustic monitoring, the exhibition demonstrates how students recorded bat voices and analysed related activity data and characteristics. The programme enabled students to gain a deeper understanding of local biodiversity and explore practical approaches to ecological conservation.

The HKAGE exhibition booth also features an interactive photo-taking device, allowing visitors to take photos with different gifted programme themes and share the joy of learning.

On the first day of the exhibition, a “Build Your Own Glider Parent-Child Workshop” is specially organised by HKAGE for the visitors. Under the guidance of instructors and assisted by HKAGE students, participants will learn the basic principles of aerodynamics, including lift, gravity, thrust and drag. They will also learn to design, assemble and decorate their own gliders by using lightweight and durable materials, experiencing the joy of science and engineering.

Mr WONG Chung Po, Acting Executive Director of HKAGE, said: “The Academy is committed to providing gifted students with diversified learning platforms and encouraging them to transform knowledge into innovative practices that generate positive social impact. Participation in this exhibition not only provides students with a valuable learning experience that helps consolidate the knowledge acquired in gifted programmes, but also enables the public to better understand how gifted education nurtures a new generation of creative and socially responsible talents to jointly advance the philosophy of ‘Technology for Good’.”

InnoCarnival 2026 – The Hong Kong Academy for Gifted Education

Date：

24 Oct – 1 Nov

Venue：

The Hong Kong Science Park

Booth：

C08-09

Time：

10:00 – 17:00 (Mon to Fri)

10:00 – 18:00 (Sat & Sun)

 

About the HKAGE

Established in 2008 and subvented by the Education Bureau, the HKAGE offers gifted education services actively to local primary and secondary school students to unleash their potential. It also provides gifted education-related information and support for teachers, parents, and other relevant stakeholders.

View original content to download multimedia:https://www.prnewswire.com/apac/news-releases/hkage-showcases-gifted-students-learning-journeys-at-innocarnival-2026-302918606.html

SOURCE Hong Kong Academy for Gifted Education

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LEAP Group Relaunches HumanView, a Growth Intelligence System Built to Explain Why Customers Behave the Way They Do

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8 hours ago

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October 24, 2026

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Reimagined from the ground up, HumanView pairs statistical modeling with expert analysts to turn millions of real-world customer signals into business decisions

LOUISVILLE, Ky., Oct. 23, 2026 /PRNewswire/ — LEAP Group today announced the relaunch of HumanView, its growth intelligence service. The new version has been rebuilt from the ground up and now has a dedicated home at leapgroupnetwork.com/humanview.

HumanView analyzes what customers say and do across social platforms, e-commerce sites, review platforms, search behavior and user-generated content, including signals from Reddit, TikTok, YouTube, Meta, Amazon and Walmart+ that general AI tools cannot always access. Because the data reflects unprompted, real-world behavior, it avoids the response bias built into surveys and focus groups.

The service works in three layers. HumanView captures signals at scale, decodes millions of records through validated statistical models such as regression, correlation and clustering, and then relies on experienced analysts to interpret the patterns. Clients receive clear, human-validated insights instead of another dashboard.

“Machines find the patterns. Humans find the point,” said Alan Gilleo, CEO at LEAP Group. “The first version of HumanView showed us how much customers reveal when nobody is asking them questions. This version is built to explain why they act the way they do, and to put those answers in front of everyone making decisions, from product to service to marketing.”

HumanView focuses on three areas:

Growth Intelligence: customer motivations and how people perceive a brand and its competitors

Market and Category Intelligence: product pain points, service friction, unmet needs and competitive gaps

Audience Intelligence: new segments, positioning opportunities and gaps in the market

Every model is designed and validated by data scientists and benchmarked before it informs a recommendation.

To learn more about HumanView, visit leapgroupnetwork.com/humanview.

About LEAP Group
LEAP Group is a boutique marketing agency holding company with offices in Louisville, Indianapolis, Cincinnati and Chicago. Guided by the belief that brands should “Market Less. Matter More.,” LEAP gives clients access to specialized experts across its entire network. Learn more at leapgroupnetwork.com.

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SOURCE LEAP Group

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STEPHEN A. SMITH ADDRESSES WHITE HOUSE DINNER ATTENDANCE, REAFFIRMS COMMITMENT TO HBCUs AND PROTECTING CORPORATE INVESTMENT IN BLACK EDUCATION

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9 hours ago

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October 24, 2026

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NEW YORK, Oct. 23, 2026 /PRNewswire/ — Stephen A. Smith, media mogul, New York Times bestselling author, and proud 1991 graduate of Winston-Salem State University, is addressing the public discussion surrounding his decision to attend a White House dinner with President Donald Trump, emphasizing his commitment to the long-term financial stability of Historically Black Colleges and Universities (HBCUs).

For Smith, the decision was rooted in a commitment to institutions that have educated generations of Black leaders, professionals, entrepreneurs, and public servants.

“I will always advocate for HBCUs and the students whose futures depend on them,” Smith said. “My reason for attending the White House dinner was to discuss the challenges these institutions face in securing long-term funding and to make the case that corporate America must continue to invest in them.”

Smith acknowledged federal support through the FUTURE Act while expressing concern that political tensions surrounding diversity, equity, and inclusion (DEI) could discourage private companies from supporting HBCUs. He maintains that these institutions deserve sustained corporate partnerships, philanthropic contributions, and public investment.

“If we truly believe in free-market capitalism, businesses should be able to support educational institutions and charitable causes without fear of criticism or repercussions,” Smith said. “HBCUs have made extraordinary contributions to this country. They deserve sustained public and private investment.”

Ashley Christopher, Esq., Founder and CEO of the HBCU Week Foundation, recognized Smith’s advocacy and decision to engage with the administration.

“Stephen A. Smith has been a powerful advocate for HBCUs, using his platform and influence to shine a national spotlight on our institutions,” expressed Christopher, “His continued support of HBCU Week helps advance our mission of connecting students with life-changing educational opportunities, and we are proud to have him as our ambassador.”

Since Smith became an HBCU Week Ambassador in 2019, the initiative has facilitated more than 15,000 on-the-spot college acceptances and raised and awarded more than $150 million in scholarships, according to the HBCU Week Foundation.

As public discussion continues, Smith is emphasizing the importance of ensuring HBCUs have the resources and partnerships needed to educate future generations and expand opportunities for students.

CLICK HERE to watch Smith’s full response to his White House visit.

MEDIA CONTACT:

media@mrsasinc.com

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SOURCE Straight Shooter Media

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