Today we sit down with Charlie Johnston, board member at Steward Partners and former CEO of Smith Barney. Charlie shares lessons from his 35-year career and explains how Steward balances entrepreneurial freedom with structure as it scales. He emphasizes the board’s active role in upholding culture, compliance, and advisor-first decision-making.
Charlie outlines Steward’s two growth priorities: empowering existing advisors and strategic recruiting. He discusses why the firm appeals to both wirehouse breakaways and independents looking to shed operational burdens. As the firm aims to triple in size, Charlie stresses the importance of preserving culture and staying close to the field—key lessons he brings from leading one of the industry’s largest mergers.
Resources: Steward Partners
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