Leadership

Paul Stewart, CPA

Executive Vice President and Chief Operating Officer

 


Paul Stewart is the Executive Vice President and Chief Operating Officer for 1st Global. As such, he is responsible for the financial management and human resources operations which broaden the company’s capabilities and client base as well as attract and retain top-notch personnel. The perfect combination of the two helps hundreds of thousands of American families honor the important promises they’ve made while it upholds an organization in which employees and affiliates can be proud.

In his financial management role, Paul oversees fee-based asset management billing, advisor compensation, strategic business and financial relationships and corporate financial planning, internal controls, facilities management and financial reporting and budgeting. In his human resources role, he oversees employee recruitment, engagement and development as well as benefits, payroll and policies.

Paul began his career in the financial services industry in 1988. Since that time, he’s held numerous positions of increasing responsibility with numerous firms, most notably Investors Financial Group. He also served as senior director of finance at ING Advisors Network and as chief financial officer of Multi-Financial Securities Corp. before joining 1st Global in 2005. Paul graduated from Baylor University in Waco, Texas, with a Bachelor of Business Administration in accounting and finance. He is a Certified Public Accountant and a registered representative who has passed the FINRA Series 7, 24, 27, 63 and 65 examinations.

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