Leadership

Leadership

Leadership

1st Global is led by a group of experienced managing executives whose expertise in financial services, passion for excellence and dedication to integrity underpin the everyday operations of our organization.

Stephen A. "Tony" Batman

Chief Executive Officer

Stephen A. "Tony" Batman is a visionary entrepreneur whose accomplishments have profoundly impacted the accounting and financial services professions.  (more)

David C. Knoch, CIMA®

President, Chief Operating Officer

David Knoch serves as President and Chief Operating Officer for 1st Global. After joining the company in 2000, Mr. Knoch was promoted to his current role in 2008, with a focus on continuing the growth of the company's capabilities for its affiliated CPA firms, as well as for the CPA profession as a whole.  (more)

Michael Pagano

Executive Vice President, Chief Compliance Officer

Michael Pagano serves as Executive Vice President and Chief Compliance Officer at 1st Global. As such, Michael works with the company and its affiliated financial advisors to provide regulatory compliance oversight, strategies and management. Included in his responsibilities is the supervision of both the licensing and compliance departments' staff, performing due diligence, handling regulatory audits and maintaining overall corporate quality assurance.  (more)

Paul Stewart

Vice President, Chief Administrative Officer

Paul Stewart is the Chief Administrative Officer for 1st Global. As such, he is responsible for the financial management and human resources operations which broaden the company’s capabilities and client base as well as attract and retain top-notch personnel. The perfect combination of the two helps hundreds of thousands of American families honor the important promises they’ve made while it upholds an organization in which employees and affiliates can be proud.  (more)

Brian M. Finnigan

Vice President, Chief Marketing Officer

Vice President, Chief Marketing Officer Brian M. Finnigan leads 1st Global’s strategic marketing efforts. Brian creates and leads all marketing policy for the firm including the development of sales support materials, campaigns, client marketing collateral, advisor communications and events. As brand champion, he is charged with integrating the firm’s unique value proposition into all public communications and the promotion of 1st Global’s tax-centric retirement, advisory, alternative investment and insurance platforms.  (more)

Jeff Magson, CRPC

Vice President, Sales and Platforms

Jeff Magson serves as Vice President of Sales and Platforms at 1st Global. As a member of the executive team, he is responsible for a strategic vision that will advance the sales efforts for the company’s various platforms and offerings. Magson’s responsibilities include informing the executive team on the latest industry trends and financial technologies, as well as building and advancing a first-rate consulting support team.  (more)

Al Prentice

Vice President, Key Accounts

Al Prentice is the Vice President of Key Accounts for 1st Global. His responsibilities include oversight of the largest CPA firm relationships affiliated with 1st Global for wealth management success. Al also provides specialized consultation services to firms experiencing unique and complex problems such as strategic planning, business valuation and mergers and acquisition of other CPA firms and wealth management practices.  (more)

Matt McBride

Vice President, Chief Information Officer

Matt McBride serves as Vice President and Chief Information Officer at 1st Global. As a member of the executive team, he is a strong advocate for creating an ideal environment for affiliated partners to grow and run efficient wealth management practices.  (more)

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