Profile
Steve Tennant is an accomplished Chief Operating Officer with over 20 years of experience in wealth management, combining operational excellence with a strong focus on client engagement and service innovation.
Steve’s wealth management career began as a financial planner, and his expertise quickly evolved into senior leadership roles at regional, national, and international levels. Notably, Steve was responsible for establishing the Barclays Financial Planning Academy, an initiative that launched the careers of over 100 financial planners and set a new standard for professional development in the industry.
Passionate about creating company-wide customer-centric cultures, Steve is dedicated to driving positive engagement, ensuring continued service excellence, and leveraging innovative, transformational strategies to enhance operational efficiency. His leadership style focuses on aligning business goals with evolving client needs, fostering an environment of continuous improvement.
At Azets, Steve will apply his extensive skills and experience to expand and strengthen the Wealth Management team on a national scale. His ability to integrate cutting-edge technology, optimize operational processes, and cultivate high-performance teams makes him a key asset in the firm’s growth and success.
When not focused on strategy and operational leadership, Steve is committed to mentoring the next generation of professionals and advocating for customer-first cultures in the wealth management space.