J. MICHAEL TIERNEY, JR. - MANAGING DIRECTOR

J. MICHAEL TIERNEY, JR. - MANAGING DIRECTOR

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Michael has over 30 years of experience in financial services and, specifically, family wealth management. He is a founding advisor in our San Francisco office and a member of the firm’s Investment Committee which oversees and provides asset allocation guidance for families, focusing on timely opportunities across the capital markets. He practices a holistic wealth management approach for his clients incorporating liability management, estate planning, tax optimization, and philanthropic strategies with special attention paid to risk and investment management.

Michael was an early adopter of the transparent, open architecture business model for family wealth management practices. He built businesses at Salomon Brothers and Montgomery Securities before leaving the traditional Wall Street environment and moving to an independent boutique on the West Coast. Before joining Robertson Stephens, Michael spent 8 years as a Managing Director and senior member of The Presidio Group’s wealth advisory business.

Mike holds a BS in Chemical Engineering from Villanova University.

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