San Francisco-Based Firm Brings Back Storied Financial Services Brand Under New Collaboration with LPL Financial to Provide Comprehensive Wealth Management Services to Individuals and Families
SAN FRANCISCO, March 12, 2013 /PRNewswire/ -- Robertson Stephens Partners LLC announced today that it has commenced operations as the holding company of Robertson Stephens Asset Management LLC and broker-dealer Robertson Stephens Securities LLC, with Joseph Piazza serving as Chairman and CEO. Both the investment advisor and the broker dealer are not yet registered, but have commenced their respective registration processes.
"Launching the brand name is our way of paying respect to all of the entrepreneurs who founded the boutique firms of that era," said Piazza. Robertson Stephens Asset Management LLC, which will be the operating company, will provide customized, goal-oriented solutions primarily to individuals and families with $10 million to $100 million in assets, focusing on entrepreneurs from high growth industries including technology, social media and energy.