Continuing Robertson Stephens' legacy of supporting Silicon Valley’s innovators, Robert leads an experienced team to provide financing to shareholders of leading venture-backed companies secured only by their shares. The Robertson Stephens Liquidity Fund III is a tax-efficient solution for employees of growth-stage companies looking to exercise stock options or generate liquidity for personal use.

Robert is a pioneer in the private stock lending business having established the first private stock option lending fund over a decade ago. Over the years, Robert has consulted and advised numerous entrepreneurs and private stockholders on the benefits and trade-offs associated with stock option exercise loans and secondary stock sales.

As a founding partner of VSL Partners, Robert offered innovative financing solutions for private companies, their founders, employees and early investors. Prior to VSL, he was a Senior Director at BNY Mellon working with the entrepreneurial community and developing private debt and equity transactions.

Before BNY Mellon, Robert was a Managing Director with US Trust Company where he was responsible for over $25 billion in private client investments. During his 25-year career in financial services, Robert has held several key leadership positions, including President and Chief Investment Officer for Harris myCFO Investment Advisory Services, LLC and leading the investment consulting businesses for Thomas Weisel Partners and Montgomery Securities.

Robert received a BBA in Finance from George Washington University and earned an MBA in Finance from the University of Chicago. He is registered with Robertson Stephens Securities LLC.

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