SAN FRANCISCO, November 4, 2015 — Robertson Stephens, a wealth advisory and investment management firm for high net worth individuals, family offices, institutions and corporations, announced today that Susan Reese has been named Managing Director of Robertson Stephens Advisors LLC.
Prior to joining Robertson Stephens, Ms. Reese spent the last decade at Ayco, a Goldman Sachs Company, as an Investment Professional and Vice President where she managed nearly $2 billion in client assets. She will continue her focus of working with active and retired high-net worth C-suite executives on their investments and customized portfolios while considering tax, estate, and philanthropic goals. Ms. Reese specializes in monetizing large single stock positions and the diversified investment of the proceeds to meet families’ long term financial objectives.
“Robertson Stephens has had substantial growth in the past few years. Susan will be an instrumental part of our future growth and success, not just on the West Coast, but in other important regions in the United States. She comes to us from a high-performance culture like our own, and she is a professional who cares a great deal about her clients and their well being. Susan has developed strong, long-lasting relationships which are the cornerstone of our firm’s culture,” said Joseph Piazza, Chairman and CEO, to whom Reese will report. “Moreover, her diverse background across finance and academia and her commitment to mentoring the next generation of wealth advisors will be an extraordinary asset to our clients and her fellow partners. Having a person of Susan’s caliber join us is a terrific win for our firm,” added Piazza.
Prior to her tenure at Goldman Sachs, Ms. Reese taught Geometry and Calculus at The Albany Academies in New York. Before teaching, Ms. Reese worked for General Electric for nine years in various leadership and engineering positions, including managing capital project investments in three countries. She received a Master’s in Finance from the London Business School, where she concentrated in Equity Investment Management and International Markets. She holds a MS in Manufacturing Engineering from Rensselaer Polytechnic Institute and a BS with Great Distinction in Chemical Engineering from Clarkson University. She is a former member of the London Business School International Alumni Board.
“Robertson Stephens appealed to me because of the open architecture platform, investment and fee transparency, and commitment to a high level of personalized service. This allows for a small firm feel with big firm capabilities. In addition, the reporting capabilities of Addepar will greatly enhance the client experience,” said Ms. Reese. “I find it immensely rewarding to help clients with changes they experience throughout their personal and professional lives and Robertson Stephens is the ideal place to service them through their transitions.”