Robertson Stephens is a wealth management firm with offices in San Francisco, New York, Idaho, and New Jersey, serving high net worth individuals and family offices.

Finance

Robertson Stephens

Robertson Stephens' headquarters in San Francisco, CA, United States

Raj Bhattacharyya

Stuart Katz

Tom Bruno

Richard Lewis

Meghan Gerne Rump

Mike Curley

Avi Deutsch

William Thrush

Michael Zaninovich

Frank Corrado

Keith Larkin

Rick Polenske

Pam Friedman

Christopher L. Knapp

Daniel Arcos

Frankie Corrado

Josh Freedman

Brandon Frye

Chris Abbruzzese

Shawn Wallace

Ellen Kim

Thomas Hagerstrom

Jack Gilligan

Michael Stephens

Helen Lau

Matthew Lau

Michael Ridgeway

Brian W. Post

J. Michael Tierney

Zack Perry

John Bernabei

David Westbrook

Julie Steinman

Gary T. Fitzgerald

Rick Tasker

Karen Mcclintock

Louis Calabrese

Patty Wanandi

Vikram Chugh

Mallon Fitzpatrick

Jeanette Garretty

Gaurav Bhandari

Tobin Whamond

Kipp Nelson

Ranu Dayal

Carsten Kengeter

D. Ellen Shuman

The Leadership Team at Robertson Stephens is responsible for setting the strategic direction and vision of the firm, ensuring alignment across various departments. This team, comprised of senior executives and principals, oversees investment strategy, compliance, financial performance, and marketing initiatives, while fostering a collaborative environment that drives growth and client satisfaction for high net worth individuals and family offices.

Leadership Team

The Finance and Investment Analysts team at Robertson Stephens is responsible for conducting in-depth financial analysis, portfolio management, and investment research to optimize the wealth management strategies for high net worth clients and family offices. They collaborate closely with senior leadership to identify market opportunities, assess risk, and provide tailored financial solutions that align with clients' financial goals.

Finance and Investment Analysts

The Marketing and Communications team at Robertson Stephens is responsible for developing and executing strategic marketing initiatives that enhance the firm's brand presence and engage high net worth individuals. This team creates targeted communications, oversees digital marketing efforts, and manages public relations to effectively showcase the firm’s wealth management services and thought leadership in the industry. Through collaboration among senior vice presidents and executives, they ensure alignment with the firm’s goals and values while fostering strong relationships with clients and stakeholders.

Marketing and Communications

Robertson Stephens

Org chart

Board & advisors

Teams

Leadership Team

Finance and Investment Analysts

Marketing and Communications

Offices

Robertson Stephens

Org chart

Board & advisors

Teams

Leadership Team

Finance and Investment Analysts

Marketing and Communications

Offices

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