Board of Advisors

KEVIN CARNAHAN

Kevin has a long and distinguished background in business and technology consulting, retiring as a Senior Managing Partner at Accenture after thirty years. Kevin's focus was on helping clients grow their businesses and developing leadership talent. His work spanned a range of strategy, management consulting and technology leadership roles, including serving as client partner for some of the top financial services clients; P&L responsibilities for various groups in Europe; and global responsibly for Accenture’s System Integration business. Currently, Kevin is Director of root9b, recognized as one of world’s the top cyber security firms. He is a member of the audit committee and has assisted the board on acquisitions. Additionally, Kevin serves as an outside Director and advisor for a number of non-profits. 

 

RON FLORANCE

Ron is a Senior Strategic Advisor and a member of the Board of Advisors. In this role, Ron advises on comprehensive strategic asset allocation, investment strategy and investment solutions. He is responsible for communicating the firm’s global investment strategy at conferences, academic lectures and continuing education programs.

 

BILL GRAELIS

Bill is a former partner at the law firm of Akin Gump, where he represented integrated oil and gas producers and pipelines. He was the acting President of PSI, an investment arm of a utility holding company that merged with Cincinnati Gas and Electric. He became President of CG&E and the EVP of Cinergy Corp – now Duke Energy. Bill held several positions with Duke, including Chief Strategic Officer and President of all regulated and non-regulated businesses.

 

JOE GRASSO

Joe has held leadership positions with a number of investment firms throughout his career: Wertheim and Co., Sutro and Co., Montgomery Securities and Bank of America Securities. While Joe has been involved in a number of successful businesses since retirement, his volunteer work is uniquely impressive. He has volunteered with RotaPlast International, completing ten missions in some of the poorest and most dangerous countries in the world helping to improve the lives of some 15,000 people with cleft palates and other facial birth defects.

 

MIKE McCAFFERY

Mike is the former Chairman and CEO of Robertson Stephens, and the former President and CEO of the Stanford Management Company, the university subsidiary charged with managing Stanford University's financial and real estate investments. Mike is currently the Co-Founder and CEO of Makena Capital Management, a highly regarded investment management firm serving endowments, foundations, family offices and global investment institutions. It is a joy to have him back involved in the new Robertson Stephens Advisors.

MARK PATTERSON

Mark co-founded MatlinPatterson Global Advisers LLC, a leading global alternative asset manager with a focus on distressed and other credit opportunities where he now serves as Non-Executive Chairman. Mark is on the Board of Overseers for New York University’s Stern School of Business, Board of Directors for Jazz at Lincoln Center as well as serving on the advisory boards for RAND Corp's Center for Global Risk & Security, SIR Capital Management and 645 Ventures. Prior to co-founding MatlinPatterson, Mark was a Managing Director of Credit Suisse First Boston serving as Vice Chairman. Prior to joining CSFB, Mark had over two decades of commercial and investment and merchant banking experience at Bankers Trust, Salomon Brothers and Scully Brothers & Foss L.P.

 

TERRY OTTON

Terry served as CEO of RS Investments, President and Trustee of RS Investment Trust and RS Variable Products Trust and was one of the founders of Robertson Stephens Investment Management, the predecessor to RS Investments. Terry was also a Managing Director and the CFO of Robertson Stephens & Company. He currently serves on the Stone Research Foundation and the Foundation of City College of San Francisco where he was a Past Board President. 

 

TODD TAYLOR

Todd is a Partner of Heidrick & Struggles, a leading professional services firm, in their New York office. Previously, Todd spent over 20 years with Morgan Stanley in a variety of leadership roles, including managing the firm's high net worth business. He served on both the firm's management and operating committees, and had oversight of national recruiting and leadership development. Todd also served on the NYSE and NASD regulatory council committees, overseeing licensing for advisors and supervisors.

 

HARRISON WELLFORD

Harrison is the Chairman and CEO of Wellford Energy, a leader in providing strategic advisory and banking services to clean energy and low carbon companies and projects. Harrison has spent 25 years in the alternative energy and political arenas as a Presidential advisor, Executive Director of the Office of Management and Budget, policy analyst and advocate, senior executive of clean tech companies, entrepreneur, and regulatory and project finance lawyer. He served as the Chairman of Latham and Watkins' energy law practice.

 

 

 

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