Leadership

Stephen A. "Tony" Batman, CPA, CFA, CFP®

Chairman and Chief Executive Officer

 

Stephen A. (Tony) Batman is chairman, chief executive officer and co-founder of 1st Global, a diversified financial services firm that is the business development and resource partner to leading tax, accounting and law firms. 1st Global works with these firms to provide comprehensive wealth management and financial services to emerging affluent and affluent families, businesses, foundations and other institutions. With Tony’s leadership, 1st Global has created innovative educational programs, advanced support services and cutting-edge technology that cater to the CPA-centric wealth management firm. He co-founded the company in 1992 and continues to guide 1st Global in defining reality, defining the company’s mission, grooming new leaders and, most importantly, exhibiting much gratitude to others for their contributions to the success of the organization.

The American Institute of Certified Public Accountants (AICPA) identified Tony as a visionary entrepreneur whose accomplishments have profoundly impacted the accounting and financial services professions. He is a true leader in the industry and has been identified numerous times by several organizations as one the most influential people in the financial services and accounting professions. 

He has a unique ability to communicate complex ideas about the global economy, capital markets, leadership and moral philosophy while helping people and businesses navigate through a world of numerous and unforeseen risks.

Tony is a Certified Public Accountant, a Chartered Financial Analyst charterholder and CERTIFIED FINANCIAL PLANNER™ certificant.

He currently serves on the advisory boards for the University of Kansas School of Business, where he received his Bachelor of Science degree in accounting in 1979 and is recognized as a distinguished alumnus; the Laffer Center of Supply-Side Economics; and the Journal of Investment Management

Tony was chairman of the steering committee that founded the Financial Services Institute and served as FSI’s chairman in 2004 and 2005. FSI is a membership association of approximately 100 broker-dealers and registered investment adviser firms that serve about 40,000 independent financial advisors, and it continually works for the success of its members through regulatory advocacy, conferences, education, peer networking, and research.

Tony was born in and grew up around the famous Wild West cowboy town of Dodge City, Kansas, which was claimed by the New York Times in the 1880s as “the meanest town in America.” Tony and Vicki have been married since 1982 and have two terrific sons, Stephen Brock Batman and Nicholas Charles Batman, and a wonderful daughter-in-law, Anna Rae Batman. Tony loves hiking in the mountains of Colorado, is an instrument-rated pilot and is fascinated by aviation. He is also an avid collector of Austin-Healey automobiles, having restored several, and he loves to tinker on them to perfection in his garage. He is a passionate reader of ancient Greek philosophers, European enlightenment philosophers and scholarly works in Judeo-Christian theology. He also studies the innovations in science and developing technologies that can profoundly change the world. His favorite movies of all time are “The Man Who Shot Liberty Valance” and “Groundhog Day.”

Inspired by the great revolutionary ideas and the people who created them, Tony is very interested in the three great questions:

  1. What do we really know, and how do we know it?
  2. What is the best organizing economic and political system for society that maximizes human happiness, progress and fulfillment?
  3. How are we to morally act, interact and react with one another?

A fun fact is that, in 1976, Tony suspended his college studies for a semester to travel 7,000 miles on a motorcycle from Kansas to the East Coast and southern states, enjoying the bicentennial celebrations of America’s founding, the Montreal Olympics, and even camped out at the 1976 Republican National Convention immediately post-Watergate. Tony is also a cancer survivor and believes in a very optimistic and happy future for everybody.

Tony steadfastly lives and teaches by example, beginning with living a life of total personal responsibility — seeking practical wisdom while demonstrating consistent moral courage to act on that wisdom — to boldly advocate for the nobility of business and commerce and for the protections of liberty and justice.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. CFA® and Chartered Financial Analysts® are registered trademarks owned by CFA Institute.

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