Ted Schwab is a wealth manager, Managing Director and founding partner at Steward Partners Global Advisory which he helped launch in 2013. Mr. Schwab founded The Schwab Group and has been instrumental in creating its systems and processes and is responsible for setting strategy for the practice and its clients. Mr. Schwab is a Certified Exit Planning Advisor and is the past chairman of the ultra-high net worth committee of the Association of Professional Investment Consultants and provides counsel to advisors nationwide on practice and asset management.

In addition to supporting a number of charities, Mr. Schwab is the founder and co-chairman emeritus of Spark The Journey-formerly Capital Partners for Education, which has transformed the lives of low-income children in the D.C. area for over three decades by providing scholarships, mentors, and other resources. Mr. Schwab is a member of Kingdom Advisors, the CFA Institute, the Financial Planning Association, and the CFA Society of Washington. He is a Phi Beta Kappa graduate of the University of Pittsburgh.

David York is the Client Administrative Manager for the Schwab Group in Washington, DC. He is responsible for the administrative needs of our clients. Over the three years prior to this role, David helped maintain and deliver research to our clients and others in our network.

David graduated from Virginia Tech with a bachelor’s degree in Finance.

In his free time, he enjoys watching VT football, fishing, and trips to the beach.

Alice joined Steward Partners in 2021 as a Senior Registered Client Administrative Manager and Partner. Alice brings a wealth of knowledge of the financial industry after almost 20 years in the business.

She began her career in 2005 as a Financial Advisor with MetLife where she specialized in working with teachers and the parents of disabled children helping them plan for retirement. Later, she transferred to SunTrust Bank as a licensed banker where she assisted clients in growing and protecting their assets by helping to develop a plan for them. Alice transitioned to Wells Fargo, as a Client Associate and Regional Support Specialist. There she not only supported several financial advisors and their clients but was a leader, trainer, and a great resource to other assistants and management.

At Steward she is a key point of contact for clients and is always striving to ensure a positive client experience as she handles day-to-day administrative, operational, and trading needs in a timely and accurate manner. Clients rely heavily on Alice’s in-depth knowledge and experience as do her Financial Advisors.

She grew up in Florida where she graduated from the University of Florida. She is married with one son. She loves to take hikes or relax on the beach, preferring the Caribbean where you can see what you are swimming with. She also enjoys Karaoke, dancing and tasting new wines at the local wineries in Virginia.

John Purtill joined Steward Partners in 2026 as Vice President and Client Administrative Manager for the Schwab Group. He assists our team by delivering comprehensive client support and working closely with Ted and David to identify investment opportunities providing asymmetric risk–return profiles and durable long-term value. John is currently pursuing his Series 7 and Series 66 licenses. Upon completion, he will focus on helping Ted develop and maintain robust client portfolios, implement tax-efficient strategies, and guide entrepreneurs through the organization, growth, and exit of their businesses.

John holds a bachelor’s degree from the University of Virginia, where he majored in Classics and minored in Business Leadership. He is also a graduate of Trinity Academy Meadow View in Falls Church, Virginia.

Outside the office, John maintains an active lifestyle and enjoys spending time with family and friends. He is an avid golfer and runner, frequently exploring the trail systems across Washington DC and Virginia, and loves to read the many books on his list. He remains an avid UVA fan and can be found cheering on any team wearing the orange and blue.