WASHINGTON, Dec. 5, 2017 /PRNewswire/ -- Steward
Partners Global Advisory, LLC, an employee-owned, full-service
independent partnership associated with Raymond James Financial
Services, Inc. (member FINRA/SIPC), announced today that
David Bernacchia, Managing
Director, and Darren
DeQuatro, Senior Vice President, have joined Steward
Partners' New York City office
from UBS, where they managed approximately $250 million in client assets, and had annual
revenue of $2 million. Year to date,
Steward Partners has added nearly $3.5
billion in recruited assets under management and 30 new
wealth managers.
"It's exciting to add high-caliber advisors like David and
Darren to our team," said Hy Saporta, Steward's president. "They
will be a terrific complement to the current partners at our
midtown Manhattan office. Both
David and Darren epitomize what Steward Partners is all about:
great people running great businesses."
"I've been enormously impressed by the leadership and the
transition team at Steward Partners," said Bernacchia. "Choosing
the best path forward for my clients, my team and my family meant
weighing a variety of considerations. Steward Partners, with the
support and platform of Raymond
James, offers the perfect combination of practice
management, sophisticated investment products and tools,
outstanding client service capabilities and, especially, firm
culture. Steward's hybrid model provides me with both the freedom
and the resources to focus on the individual needs of my
clients."
Jim Gold, CEO of Steward
Partners, described Bernacchia as "one of the area's most respected
advisors, and that's remarkable when you consider the sheer number
of elite advisors in the New York
City area. It's an honor to welcome David and Darren as
partners, and we look forward to growing our New York office with more people who, like
David and Darren, share our values and demonstrate the highest
levels of character and integrity."
Since November 2013, Steward
Partners has added over 70 advisors with nearly $60 million in trailing 12-month production and
over $8 billion in assets under
management. During the year, Steward Partners announced the opening
of four new locations, in Clearwater,
Fla., Boston, Baltimore and Paramus, N.J.
About Steward Partners Global Advisory
Headquartered in Washington,
D.C., with additional offices in Albany, N.Y., Andover and Boston,
Mass., Baltimore and
Bethesda, Md., Clearwater, Fla., Keene, Manchester and Portsmouth, N.H., Paramus, N.J., and New York City, Steward Partners Global
Advisory, LLC, is an employee-owned, full-service independent
partnership catering to family, institutional and multigenerational
wealth.
For more information, visit us at www.stewardpartners.com.
About Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc., is a financial services
firm supporting more than 3,900 independent financial advisors
nationwide. Since 1974, Raymond James Financial Services, Inc.,
member FINRA/SIPC, has provided a wide range of investment and
wealth planning related services through its affiliate,
Raymond James & Associates,
Inc., member New York Stock Exchange/SIPC. Both broker/dealers are
wholly owned subsidiaries of Raymond James Financial, Inc.
(NYSE-RJF), a leading diversified financial services company with
approximately 7,300 financial advisors in 3,000 locations
throughout the United States,
Canada and overseas. Total client
assets are $693 billion.
Steward Partners Holdings and Steward Partners Global
Advisory, LLC, maintain a separate professional business
relationship with, and our registered professionals offer
securities through, Raymond James Financial Services, Inc., member
FINRA/SIPC. Investment advisory services offered through Steward
Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700,
Washington, DC 20006. Toll
Free: (844) 801-8268.
Press Contact:
Gregory Banasz
202-930-6008
Greg.banasz@stewardpartners.com
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SOURCE Steward Partners Global Advisory, LLC