SAN FRANCISCO, March 10, 2015 — Robertson Stephens, a boutique wealth management firm for high net worth individuals and families, announced today that Ronald Florance, CFA, has been named Senior Strategic Advisor. In his role as Strategic Advisor, Mr. Florance’s responsibilities include advising Robertson Stephens on comprehensive strategic asset allocation, financial planning and investment management solutions and communicating the firm’s global investment strategy to the public and the media. He also sits on the firm’s Board of Advisors.
Mr. Florance has more than 30 years experience in financial services, with 15 of them in investment management. Most recently Mr. Florance was the Deputy Chief Investment Officer at Wells Fargo Private Bank where he was responsible for developing key investment strategy guidance for high-net-worth individuals, families and philanthropic entities. His prior corporate experience included roles at The Vanguard Group, Wells Fargo Nikko Investment Advisors and The Private Bank at Bank of America.
“We are thrilled to be partnering with Ron. He’s widely respected as a thought leader in the wealth advisory and asset management industry,” said Joe Piazza, Chairman and CEO of Robertson Stephens. “He believes, as we do, that the real value in providing economic and market overview is in observation and analysis and not in predictions,” added Piazza.
“That competency is of far greater value to our firm and our clients in helping us build effective, global customized portfolios,” said Steve Florance, Director of our Research and Strategy Group. “His humorous, easy-going nature backed by know-how fits beautifully into our culture.”
Mr. Florance’s years of experience includes Global Asset Allocation, Equity Research, Fixed Income Research and portfolio design and management. He earned his Bachelor of Science degree in Applied Mathematics and Economics from Brown University and was awarded a Chartered Financial Analyst designation in 1995. He is a frequent speaker at industry conferences, academic lectures and continuing education programs and is often quoted in both print and broadcast media.
“I am absolutely delighted for the opportunity to work with the talented professionals at Robertson Stephens,” said Florance. “Robertson Stephens is redefining the process of wealth management advisory and I want to be a part of this revolution.”