Robertson Stephens Wealth Management

Welcome to Robertson Stephens - Redefining Wealth Management

At Robertson Stephens, we are a privately-held, boutique wealth management firm dedicated to providing personalized financial solutions to entrepreneurs, business owners, executives, family offices, and institutions. Our mission is to understand your unique view of wealth and offer tailored planning, investment, and technology solutions, all within a fiduciary relationship that prioritizes your needs.

Who We Are: Invested in Your Future

Our team at Robertson Stephens is a diverse group of accomplished leaders in finance, planning, and investment advisory services. Our clients are the core of our business, and we strive to create lasting relationships and generate wealth for them. The Robertson Stephens team consists of:

• Raj Bhattacharyya, Chief Executive Officer and Board Member
• Vikram Chugh, CFA, CFP, Chief Operating Officer and Principal
• Michael J. Curley, CFA, Chief Compliance Officer and Principal
• Stuart Katz, Chief Investment Officer and Principal
• John Murray, Principal
• David Westbrook, Chief Financial Officer and Principal
• Mary Alpers, CFP, EA, MBA, Managing Director and Principal
• Moira Amado-McCoy, Managing Director and Principal
• Daniel Arcos, CFA, Senior Vice President
• Mammad Aliyev, Analyst
• Dylan Ballard, Vice President
• John Bernabei, CFP, Managing Director and Principal
• Bryce Black, Vice President
• Edward Blamo, Vice President
• Erik R. Boe, Managing Director and Principal
• Annelise Bovet, CFP, Vice President
• Tom Bruno, Managing Director and Principal
• Louis Calabrese, Chief Marketing Officer

and many other dedicated professionals.

Our Four Pillars

At Robertson Stephens, we are committed to delivering comprehensive services built on four core principles:

1. Independent Fiduciary: We provide conflict-free advice, acting solely in your best interest.

2. Wealth Planning: Our experienced wealth planners create customized strategies that consider your entire financial picture.

3. Investment Solutions: Our investment team delivers institutional-quality solutions tailored to your goals and risk tolerance.

4. Digital Solutions: We leverage technology to improve transparency, accessibility, and security for your investments.

Expertise and Thought Leadership

Robertson Stephens is dedicated to delivering industry-leading insights and thought leadership. We regularly publish commentaries, whitepapers, and host events to keep our clients informed and educated.

• Browse our Insights section to access valuable articles, insights, and perspectives.
• Follow our Weekly Commentary for timely market updates and analysis.
• Explore Thought Leadership articles for in-depth analysis of industry trends.

The Robertson Stephens Difference

What sets Robertson Stephens apart from other wealth management firms?

1. Customized solutions: Wealth management services tailored to your unique needs.

2. Award-winning: Ranked among the USA TODAY's Best Financial Advisory Firms in 2024.

3. Privately-held: Allowing us to put clients first and remain nimble in meeting their evolving needs.

4. Boutique firm: Providing a high level of personalized service and attention.

5. Fiduciary relationship: Commitment to acting solely in your best interest.

6. Innovative: Embracing technology to improve your wealth management experience.

Join the Robertson Stephens Family

We invite exceptional professionals who are passionate about finance and making a difference in their clients' lives to join our team. At Robertson Stephens, we invest in your growth and professional development.

To learn more about our firm, career opportunities, and services, don't hesitate to contact us. We're excited to hear from you and explore how we can help you achieve your financial goals.