Barron's Advisor Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun
Feb 4, 2025
Jim Gold, CEO and founding partner of Steward Partners, shares his journey in building a $40 billion RIA firm. He discusses the balance of being firm yet fun as a leader, emphasizing humility and openness to feedback. Jim highlights the importance of a collaborative culture fostered by equity ownership, transforming the advisory landscape through mentorship and deep client relationships. He reflects on the relentless execution required in leadership and expresses gratitude for opportunities in the financial industry, promoting integrity and positive impact.
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Leadership Style
- Jim Gold's leadership style is fun, fair, and firm.
- He believes in not taking oneself too seriously, being fair and flexible, but firm in decisions.
Culture of Ownership
- Steward Partners’ culture is built on equity ownership for every employee.
- This fosters accountability, collaboration, and a voice for everyone.
Company Culture
- Steward Partners’ annual conference in Las Vegas fosters fun and connection.
- Advisors express appreciation for the firm's positive impact on their careers.