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

Chairman and Chief Executive Officer

Stephen A. (Tony) Batman is chairman, chief executive officer and co-founder of 1st Global, a diversified financial services firm that is the business development and resource partner to leading tax, accounting and law firms.  (more)

David C. Knoch, CIMA®


David Knoch serves as president for 1st Global, a premier research and consulting partner to select CPA, wealth management and tax planning firms. In this role, David guides the strategic direction and execution of major company initiatives that fulfill its purpose to enable intentional living among a diverse set of stakeholders. David’s purpose is to challenge others to create and lead purposeful lives.  (more)

Michael Pagano

Executive Vice President and 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

Executive Vice President and Chief Operating Officer

Paul Stewart is the Executive Vice President and Chief Operating 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)

Jeff Magson, CRPC

Executive Vice President and Client Experience Officer

Jeff Magson is an executive vice president and the client experience officer at 1st Global, where he is responsible for national sales and revenue results as well as all product platforms, including those in capital markets, insurance, Investment Management Solutions (IMS) and Retirement Management Solutions (RMS). He also oversees the company’s business development, marketing, practice consulting, wealth management consulting, research and service initiatives.  (more)

Al Prentice

Vice President, Strategic Relationships

Al Prentice is the Vice President, Strategic Relationships 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)

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Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.