Steward Partners Global Advisory, LLC

We're getting ready for the trading day.

Timothy Berklow, senior wealth manager, mainstay wealth management at Steward Partners, is with me.

And I'm so glad you're here because certainly one of the top stories is this global bond sell off with our 10 year at home at the highest levels in almost three years.

The Japanese 10-year above 3% for the first time since 1996.

Welcome to Barron's Advisors, the Way Forward podcast.

This is Greg Bartalus, and my very special guest is Scott Danner, the Chief Growth Officer of Steward Partners and an M&A specialist.

After building Freedom Street Partners into a firm with nearly $3.5 billion in assets under advisement, he led its merger with Steward Partners in 2023, where he applies his expertise in M&A, succession planning, and business development.

active in charities scott is the founder of the chesapeake wine festival where he has helped donate over 2.75 million to local charities scott also hosts the high performance life podcast on which he interviews top performers in business relationships and health every week providing actionable advice to help people live up to their potential both in terms of career and well-being welcome to the podcast

Greg, thank you so much for having me.

Before we jump into topic, tell us a little about what you do and then yeah, let's hit on the high points of this and unpack it.

Sure, sure.

So I'm now the chief growth officer at Steward Partners and prior my company was Freedom Street Partners, which I founded after 15 years in private practice.