New $220 Million Duo Continues the Firm’s Strong Growth This Year
Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced that the Reservoir Road Financial Group has joined the firm in New York City.
The Reservoir Road Financial Group is comprised of Ken Roban and Heidi Scali, who join the firm from UBS as a Managing Director and Vice President, respectively. They previously oversaw $220 million in client assets and focus on helping clients with investment consulting, financial planning, wealth management and relationship management to ensure each client’s investments are aligned with their values and long term goals.
“Ken and Heidi are a highly-talented team who share the same values as all of us at the firm, which starts with putting clients first,” said Hy Saporta, President of Steward Partners. “We couldn’t be happier to welcome them to our growing Steward Partners family and are excited that our model continues to resonate so well in the marketplace.”
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“Deciding to move is never an easy decision, but after learning about Steward Partners and the value we would be able to add to our clients by aligning with them, the choice became clear,” added Ken Roban. “Heidi and I are thrilled about this new opportunity and we’re looking forward to getting started.”
Ken Roban started his career at Lehman Brothers before transitioning to Morgan Stanley as a portfolio manager, where he worked for six years before joining UBS in 2010. He holds a degree in economics from Cornell University and an M.B.A. in finance and economics from NYU Stern School of Business. Outside the office, he serves as a member of the Westchester Business Council and is an enthusiastic supporter of the Northern Westchester Community Center.
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