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

This office likely supports high-level strategic management and analysis in the financial sector.

675 Sun Valley Rd

This office likely serves as a hub for strategic management and support functions in a collaborative business environment.

1308 Navasota St

Raj Bhattacharyya

David J. Reichle

Richard Lewis

Meghan Gerne Rump

Chris Abbruzzese

Shawn Wallace

Josh Freedman

Ellen Kim

William Thrush

Thomas Hagerstrom

Jack Gilligan

Helen Lau

Matthew Lau

Brandon Frye

David Matias

Avi Deutsch

Gary T. Fitzgerald

Rick Tasker

Keith Larkin

Karen Mcclintock

Christopher L. Knapp

Rick Polenske

Michael Ridgeway

Louis Calabrese

Michael Zaninovich

Patty Wanandi

J. Michael Tierney

Julie Steinman

Danny Rozansky

Brian W. Post

Zack Perry

Jeanette Garretty

Pam Friedman

Mallon Fitzpatrick

Frank Corrado

John Bernabei

Daniel Arcos

David Westbrook

Stuart Katz

Mike Curley

Vikram Chugh

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

This department provides strategic direction and oversight for the organization's operations and initiatives.

Executive Leadership

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

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

This department focuses on interpreting and analyzing data to inform business decisions and strategies.

Data Analysis

This department focuses on managing client relationships and ensuring customer satisfaction through various support and development initiatives.

Client Services

Robertson Stephens

Org chart

Board & advisors

Teams

Leadership Team

Executive Leadership

Marketing and Communications

Finance and Investment Analysts

Data Analysis

Client Services

Offices

Robertson Stephens

Org chart

Board & advisors

Teams

Leadership Team

Executive Leadership

Marketing and Communications

Finance and Investment Analysts

Data Analysis

Client Services

Offices

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