SAN FRANCISCO, October 14, 2015 — Robertson Stephens, a wealth advisory and investment management firm for high net worth individuals and families, announced today that Vince Conrad has been named Managing Director of Robertson Stephens Partners LLC (RSP). Leveraging his capital markets experience, Mr. Conrad’s focus will be orchestrating liquidity solutions for private and public high growth companies at various stages of their business development. In addition, he will be raising institutional money for alternative funds on the Robertson Stephens platform.
Through his 20 plus years of capital markets experience, Mr. Conrad has built multiple platforms serving both public and private issuers as well as financial sponsors. His emphases include: SaaS, Data Center Infrastructure, Mobile, Internet Security, Consumer Internet Services, Healthcare IT and Traditional and Alternative Energy.
“We are very excited to have Vince join Robertson Stephens. He’s hard working, diligent and a team player; he creates positive energy in the firm. He has years of relevant experience and is highly respected among our peers,” said Joe Piazza, Chairman and CEO. “In the years to come, I think Robertson Stephens, with Vince’s involvement at a senior level, can be a dominant participant in the investment in and distribution of shares of private companies,” added Piazza.
“Vince has connected countless senior management teams with qualified institutional investors across multiple industries,” said Ren Riley, President of Robertson Stephens Partners. “Vince will spearhead an important new initiative for RSP; first by developing relationships with emerging companies, and second, the liquidity he’s helping to create fuels our core wealth management platform. Vince’s influence provides a valuable network effect for our clients and reestablishes the firm’s strong reputation in the private company market.”
Mr. Conrad has over a decade in research and sales for both bulge bracket and middle market institutional investment banks. He was previously Director of Corporate Access for BTIG LLC and JonesTrading Institutional Services LLC, as well as Director of Institutional Markets for Credit Suisse First Boston serving institutional clients across North America, Europe and South Africa. Early in his career, Mr. Conrad led the Corporate Services Desk providing distribution and liquidity block services at Furman Selz and held senior institutional sales roles with Montgomery Securities and Needham Securities.
“When Joe outlined his vision for the new Robertson Stephens, I was all in. The wave of investment bank consolidation that transpired in the late ‘90s established a protracted void in the boutique model. With Joe’s leadership, we are reconstructing the partnership approach to serve high growth companies of today and the entrepreneurial wealth being generated from these exceptional companies,” said Mr. Conrad. “Plus, it’s tough to say ‘no’ to a guy who still carries his golf bag for eighteen holes.”