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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Jeff Gonyo
Head of Recruiting, Divisional President, and Founding Partner at Steward Partners


Jeffrey C. Gonyo serves as the Head of Recruiting, Divisional President, and is a Founding Partner at Steward Partners Global Advisory. He has been a partner at Steward since 2014 and has more than 25 years of experience in the financial services industry. Prior to Steward Partners, Jeff held the role of Senior Vice President of Wealth Management and Branch Manager for Morgan Stanley.

He began his career with Merrill Lynch in 1993 as a Financial Advisor in Albany, NY. In 2003, Jeff was promoted into management, with Smith Barney in Albany, NY. In 2007, he was promoted once again to the role of Branch Manager in the Greater DC Metro area.

Jeff, has managed and built several branch office locations during his tenure at Steward Partners and as a Branch Manager. In this time, he has been recognized for various accomplishments in the areas of Business Development, Diversity and Inclusion, Banking and Lending and Community Service.

Jeff has previously served on the Educational Foundation Board of Montgomery County Public Schools and has served in a number of community volunteer organizations as well as coaching youth sports programs for his 3 sons, Michael, Nicholas and Jeffrey II.

He attended Siena College, where he played ice hockey and received a Bachelor of Science in Finance with a concentration in Accounting. Jeff lives and splits his time between the metro DC area and Tampa, Fl with his wife Brittany.

Agenda Sessions

  • Architecting Your RIA Firm for Present and Future Expansion: Rules of Engagement for Developing Top Talent