SAN FRANCISCO, June 18, 2015 -- Robertson Stephens Advisors LLC, an investment management and wealth advisory firm for high net worth individuals and families, announced today the opening of its Boston office.
The new location comes in response to demand for Robertson Stephens’ advisory services on the East Coast. Robertson Stephens enjoys a traditional reputation of managing the challenges faced by multi-generational families’ wealth as well as advising on the complex issues that surround new wealth creation. The firm offers a personal, high-touch service model complemented by state of the art technology.
“The opening of our Boston office is a natural outgrowth of the strong heritage we enjoyed at the original Robertson Stephens,” said Joe Piazza, Chairman and CEO. “Our Boston office is an important and integral part of our domestic expansion plans.”
Jerry Nigro, who joins Robertson Stephens’ as Managing Director in the Boston office, has over 20 years of investment and wealth management experience. Jerry joins with Virginia Madden, a Client Relationship Manager. Ginny assists clients with administrative and operational needs ranging from financial planning and reporting to cash management. Jerry will help establish the firm’s effort to serve wealthy individuals and families in the Northeast. Prior to joining Robertson Stephens, Mr. Nigro spent the past seven years at UBS, where he was a Senior Vice President and Senior Portfolio Manager. Prior to UBS, he was a Vice President at Goldman Sachs Group, Inc. Jerry brings a holistic wealth management approach that includes asset allocation, risk management, estate and financial planning.
“Jerry will significantly expand Robertson Stephens’ growing impact on reinventing the client experience. Our firm is going ‘back to the future’ by establishing a partnership of common interests, something sadly missing in today’s landscape of large international financial services firms,” added Piazza.
"I am excited to help continue the expansion of Robertson Stephens through a strong local presence in Boston," said Nigro. "Our historic success in the financial sector, which is now experiencing structural changes and uncertainty, demonstrates Robertson Stephens’ value in responding to our clients’ growing need for independent, objective advice.”
Robertson Stephens’ new Boston office is located at Two International Place, 26th Floor, Boston, MA 02110.