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Adam Gelmon

Vice President, Wealth Manager, and Partner – Valiant Private Wealth

Work history

  • Steward Partners Global Advisory

    Vice President, Wealth Manager, and Partner – Valiant Private WealthCurrent (almost 6 years)
  • J.P. Morgan Securities

    Financial AdvisorNov 2012 - Jul 2019 (over 6 years)
  • J.P. Morgan Securities

    Intern - Asset MangementJun 2012 - Nov 2012 (5 months)
  • WiderFunnel Marketing Optimization

    Marketing CoordinatorMay 2011 - Aug 2011 (3 months)
  • Northwood University

    NAIA Scholar AthleteAug 2010 - Jun 2012 (almost 2 years)
  • Golftown

    Sales AssociateMar 2007 - Aug 2010 (over 3 years)
  • Prince of Wales Secondary

    Arts Treasury ManagerAug 2005 - May 2007 (almost 2 years)
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Contact Information

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LocationUnited States, Dallas, Texas

Organization

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Steward Partnersfinancial services · 400 employees · New York, United States

Description

Embrace multi-faceted financial solutions and an unwavering commitment to excellence for advisors and clients with Steward Partners Global Advisory.

Company phone+12123640364

Company websitestewardpartners.com

LocationNew York, New York, United States, 140 E 45th St

Industryfinancial services

Employees400

Founded at2013

Annual revenue66.6M

Twittertwitter.com/StewardPartners

LinkedInlinkedin.com/company/steward-partners

Facebookfacebook.com/StewardPartnersGlobalAdvisoryLLC/

Technologies
Adobe Coldfusion
Android
Bootstrap Framework
CloudFlare Hosting
Facebook Custom Audiences
Facebook Login (Connect)
Facebook Widget
Flutter
Google AdWords Conversion
Google Analytics
Google Font API
Google Maps
Google Maps (Non Paid Users)
Google Tag Manager
InfusionSoft
JW Player
Kaltura
Microsoft Office 365
Mobile Friendly
Outlook
Python
Remote
Salesforce
SharePoint
The Trade Desk
Vimeo
YouTube
Zoho CRM
reCAPTCHA
Keywords
wealth management
institutional consulting
asset management
international advisory
family office
financial planning

Employee trends

This chart shows the total number of employees over time.

5.5%
6 Month Growth
19.2%
1 Year Growth
35.4%
2 Year Growth
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