We at Robertson Stephens Advisors are a group of confident, passionate and insightful investment professionals whose entrepreneurial energy has established a new model and mission for a respected investment legacy. With shared values of honesty, integrity and transparency, our collective commitment to serving clients is unparalleled. Our belief in and respect for new ideas and innovation continue to drive us in fostering our culture of exceptionalism. 

Our Team

Joe Piazza

Chairman & CEO

Joe is the Chairman and CEO of Robertson Stephens LLC, the parent company of Robertson Stephens Advisors and Robertson Stephens Securities. With the founding of our new firm, Joe is re-creating the culture of the investment boutiques that were so prominent and successful in our industry for so many years. Robertson Stephens Advisors is a dynamic private partnership that combines intellectual capital and decades of experience through many market and economic cycles with a highly focused dedication to client service.

At the original Robertson Stephens, Joe founded its wealth management group, the Financial Services Division (FSD), which grew to 100 advisors, 220 total employees and $40 billion in AUM.

Joe has over 40 years of industry experience in research, capital markets and asset management. Prior to joining Robertson Stephens, he started the Private Asset Management Group (PAM) at ING/Furman Selz, and previous to PAM, Joe founded and managed the Private Client Group at Montgomery Securities.

Before turning his focus to asset management, beginning in 1970, Joe spent 20 years as a senior executive in research and capital markets. During that period, he was the head of the Equity Division of Dillon Read and served on their Board of Directors. Prior to joining Dillon Read, he led the equity institutional sales group at Donaldson Lufkin and Jenrette (DLJ) and served on their Board of Directors. Before joining Dillon, Joe was a Vice President at Goldman Sachs.

Joe's email address: jpiazza@rsadv.com

Robin Nakao

COO & CFO

As COO and CFO, Robin is focused on building and scaling operations, managing business development and onboarding and oversees compliance, finance, human resources and administration. Robin is on the Board of Robertson Stephens LLC.

Robin has 30 years of financial and management experience, primarily in the financial services industry. She was part of the original management team of the Robertson Stephens Financial Services Division, serving as the Chief Financial and Operating Officer. Robin was also a member of the team that created the Private Asset Management Group at ING/Furman Selz.

Prior to re-establishing Robertson Stephens, Robin was the Executive Director of the Trust for Conservation Innovation, a leading environmental fiscal sponsor. Before holding executive positions in wealth management, Robin held senior positions with Charles Schwab and Shearson Davis Skaggs and began her career at Deloitte.

Robin holds a MBA in Finance from the Haas Graduate School of Business at University of California-Berkeley and a BS in Business Administration from the University of Southern California. She is registered with Robertson Stephens Securities LLC..

Robin's email address: rnakao@rsadv.com

Charlotte Allen

Executive Assistant

Charlotte has a background in sales, operations, business development, customer service and technical infrastructure. Prior to joining Robertson Stephens Advisors, Charlotte was in the Technical Staffing field as an Account Director with Mondo and as an Account Manager at Insight Global Inc.

Charlotte holds her B.A. in Art History and Studio Art from Santa Clara University.

Charlottes's email address: callen@rsadv.com

Andrew Blau

Managing Director

Andy is a Managing Director of Robertson Stephens Partners. He has over 30 years of experience on Wall Street and in the wealth management business. Before joining Robertson Stephens he was the manager of the Stephens Inc. Private Client Group in its New York office. Prior to Stephens Inc., Andy worked for CIBC Oppenheimer and started and managed the New York office for the original Robertson Stephens Financial Services Division. Previously, he worked for Morgan Stanley and Drexel Burnham Lambert.

Andy holds a Bachelor of Arts Degree in Economics with a minor in Political Science from Denison University. Andy is registered with Robertson Stephens Securities LLC.

Andy's email address: ablau@rsadv.com

Ophelia Chiu

Sales Associate

Ophelia has over 30 years in the financial services industry. Prior to joining Robertson Stephens Advisors, Ophelia worked as an Assistant Vice President/Sales Associate at Deutsche Bank Alex Brown for 23 years. Ophelia was also a Sales Associate with Cowen & Co., Hambrecht and Quist and Merrill Lynch.

Ophelia's email address: ochiu@rsadv.com

Amy DeTolla

Managing Director
Client Services

Amy is responsible for new client and advisor implementation, portfolio management solutions, client reporting, and client facing technology. She was part of the original management team of the Robertson Stephens Financial Services Division and helped build the infrastructure to support sales and service.

Amy has over 20 years of experience in financial services. Prior to joining Robertson Stephens Advisors, she was a Director at Blackrock, a global investment management firm, responsible for onboarding all new products onto the Blackrock platform. Before joining Blackrock, Amy was the founder of Back Office Solutions, a consulting firm providing process solutions to improve client experience at investment management firms.

Previously, Amy was a Software Implementation Manager at Advent Software, a provider of portfolio management systems. She started her career at Fidelity Investments, where she was the Operations Manager of the San Francisco Branch.

Amy attended Central Connecticut State University where she studied finance.

Amy's email address: adetolla@rsadv.com

Ron Florance

Senior Strategic Advisor

Ron Florance is a Senior Strategic Advisor and a member of the Board of Advisors. In this role, Ron advises on comprehensive strategic asset allocation, investment strategy and investment solutions. He is responsible for communicating the firm’s global investment strategy at conferences, academic lectures and continuing education programs. Ron has over 30 years of experience in the investment management industry. His expertise includes global asset allocation, equity research, fixed income research and portfolio design and management. He recently retired as Deputy Chief Investment Officer at Wells Fargo Private Bank. His prior corporate experience included roles at The Vanguard Group, Wells Fargo Nikko Investment Advisors and The Private Bank at Bank of America.

He holds a B.A. in Applied Mathematics and Economics from Brown University and was awarded a Chartered Financial Analyst designation in 1995.

Ron's email address: rflorance@rsadv.com

Steve Florance

Director of Research and Strategy

Steve heads the Research and Strategy Group and manages the development of the firm’s investment platform, primarily manager due diligence and capital markets research. Steve has over a decade of experience in all aspects of investing, due diligence and portfolio management with an emphasis in structuring and analyzing investments in real assets, private equity and hedge funds. Steve is responsible for investment work in real assets and also makes contributions across all asset classes in his leadership role.

Steve has a B.A. in Classics from Brown University and is a Chartered Financial Analyst.

Steve's email address: sflorance@rsadv.com

Jeanette Garretty

Managing Director
Chief Economist

Jeanette has been working with ultra high net worth individuals and their families, senior executives and companies for more than 25 years. Together with Danny Rozansky, she advises Robertson Stephens' clients in Palo Alto and San Francisco on a wide range of wealth management issues ranging from investment performance to cash flow forecasting and estate planning. Prior to joining Robertson Stephens Advisors, Jeanette was Senior Vice President and Wealth Advisor for Wells Fargo Private Bank in Palo Alto, where she specialized in addressing the needs of entrepreneurial wealth being created in Silicon Valley.

Jeanette started her career in the financial services industry at Bank of America as Head of Industry Analysis and Chief Domestic Economist and she continues to speak nationally on economic conditions, fiscal and monetary policies and financial strategies. Her role as Chief Economist for Robertson Stephens Advisors reflects her respected reputation as an economic commentator. In 2012, for the fifth year in a row, Jeanette was named to the Barron's list of Top 100 Investment Advisors in California (#17) and one of the top five Barron's Women Investment Advisors in the country. She is an active member of several philanthropic organizations and sits on the Investment Committee of the Northern Arizona University Foundation.

Jeanette obtained her BS in Mathematical Economics at Santa Clara University and her MA in Economics at Stanford where she also completed her doctoral studies. She is an active member of the Stanford Institute for Economics and Policy Research (SIEPR). Jeanette is registered with Robertson Stephens Securities LLC.

Jeanette's email address: jgarretty@rsadv.com

Ron Guidi

Managing Director
Operations & CCO

Ron is responsible for managing the operating partnerships that deliver a comprehensive service platform to our advisors and clients. As our Chief Compliance Officer, Ron ensures that our business is conducted within regulatory guidelines.

Ron has 20 years of operations and compliance experience in the financial services industry, including 7 years at the original Robertson Stephens. There, Ron held a variety of management positions, including Corporate Services, Middle Office Operations, and Sales Supervision. Ron also opened and managed the Financial Services Division Boston Office for the original Robertson Stephens.

Prior to joining Robertson Stephens Advisors, Ron was a Director and Branch Administrative Manager of Deutsche Bank's Private Wealth Management Group where he managed and supervised Operations and Compliance for both the broker-dealer and investment advisory businesses.

Before Deutsche Bank, Ron was a Senior Business Consultant at SunGard Securities. He started his career with Bank of America as an auditor in the Retail Banking division.

Ron holds his MBA from JFK University and his B.S. in Business Administration from Sonoma State University. Ron is registered with Robertson Stephens Securities LLC.

Ron's email address: rguidi@rsadv.com

Bernadine Heinrich

Managing Director
Controller

Bernadine manages accounting, tax, audit, management reporting, and human resource functions for the firm.

Bernadine has 25 years of diverse financial management experience in the financial services industry. Prior to joining Robertson Stephens Advisors, Bernadine was a CFO consultant for nonprofit organizations and earlier was the Controller/FINOP at ThinkEquity LLC, a boutique investment bank. She also held management positions at Mellon Capital Management Corp., Offit Hall Capital Management LLC, and Hambrecht & Quist, and was the Fund Controller at Robertson Stephens & Company. Bernadine began her career at Integrated Resources Inc., a broker-dealer and real estate syndicator.

Bernadine holds her MBA from the University of San Francisco, and her B.A. in Business Administration, with an emphasis in accounting, from Baruch College. Bernadine is registered with Robertson Stephens Securities LLC.

Bernadine's email address: bheinrich@rsadv.com

Blake Johnson

Analyst

Blake is responsible for managing the Research and Strategy Group databases of investment platform research, investment manager due diligence and performance. Blake also develops research presentations and investment manager rankings and summaries.

Blake holds a B.A. in Economics from the University of California, Berkeley.

Blakes's email address: bjohnson@rsadv.com

Anthony Lindner

Principal

Tony has over 15 years of operations and management experience, primarily in the financial services industry. Tony has experience in sales, operations and reporting within the wealth management divisions of Bank of America, the original Robertson Stephens and ING/Furman Selz. Prior to joining Robertson Stephens Advisors he was co-owner of a marketing and merchandising firm with national brand and sports clients including NBA, MLB and NHL teams.

Tony holds a B.A. in Economics from the University of San Diego. Tony is registered with Robertson Stephens Securities LLC.

Tony's email address: alindner@rsadv.com

Virginia Madden

Client Relationship Manager

Virginia has been working with ultra-high net worth individuals over a decade. Virginia assists clients with administrative and operational needs ranging from financial planning and reporting to cash management.

Prior to joining Robertson Stephens, Virginia worked as a Senior Registered Client Service Associate for UBS Private Wealth Management in Boston focusing on Client Concierge Services and Client Operations. Prior to UBS, she worked in client services in the Morgan Stanley Boston office. She began her career in the financial services industry at New England Pension Consultants.

Virginia graduated from the University of Massachusetts Boston with a BA in Psychology. She is registered with Robertson Stephens Securities LLC.

Virginia’s email address: vmadden@rsadv.com

Jerry Nigro

Managing Director

Jerry has been working with ultra-high net worth individuals and their families for more than two decades. He brings a holistic wealth management approach for clients – incorporating liability management, estate planning, tax optimization and philanthropic strategies to their investment portfolios.

Before joining Robertson Stephens, Jerry spent seven years at UBS, where he was a Senior Vice President and Senior Portfolio Manager. Jerry began his career at Merrill Lynch before moving to The Goldman Sachs Group, Inc. where he worked for eight years.

Jerry obtained his BS in Family Financial Management from The Ohio State University. He is registered with Robertson Stephens Securities LLC.

Jerry's email address: jnigro@rsadv.com

Daniel Rozansky

Managing Director
Director of Financial Planning

Danny has been working with ultra high net worth individuals and their families, senior executives and companies for more than 20 years. Together with Jeanette Garretty, he advises Robertson Stephens' clients in Palo Alto and San Francisco on a wide range of wealth management issues ranging from investment performance to cash flow forecasting and estate planning. Prior to joining Robertson Stephens Advisors, Danny was a Senior Vice President and Wealth Advisor for the Greater Bay market of Wells Fargo Private Bank, responsible for formulating and implementing strategic wealth plans for ultra high net worth clients

Prior to joining Wells Fargo in 2002, Danny was part of the innovative team at myCFO, Inc., an integrated wealth management and family office firm based in Redwood City. He came to myCFO from the San Francisco office of Arthur Andersen LLP, where he worked in the Family Wealth and Private Client Group.

Danny earned his JD from the University of the Pacific, McGeorge School of Law, and holds a B.A. in History from the University of California, Berkeley. Danny is registered with Robertson Stephens Securities LLC.

Danny's email address: drozansky@rsadv.com

J. Michael Tierney, Jr.

Managing Director
Investment Advisor

Mike has over 30 years of experience in wealth management. Mike joined Robertson Stephens Advisors after 8 years as an Investment Advisor at The Presidio Group and was also an Investment Advisor at Bank of America Investment Services, Montgomery Securities and Salomon Brothers.

Mike holds his B.S. in Chemical Engineering from Villanova University.

Mike's email address: mtierney@rsadv.com

Alyssa Ure

Director of Marketing & Communications

Alyssa leads Robertson Stephens' marketing and communications activities focused on client outreach, strategic partnerships, corporate PR and the firm’s messaging and positioning. She is a communications and brand strategist with over 20 years experience advising business leaders, start-ups and Fortune 500 companies how to execute effective business growth and lead customer-focused enterprises.

Alyssa has worked in public relations for several Omnicom agencies and has created complex, high-visibility web initiatives for consumer and technology brands including Google, Genentech, Intel, MTV, Safeway and Wells Fargo. She holds a B.A. in English from Catholic University.

Alyssa's email address: aure@rsadv.com

Alice Wu

Managing Director
Investment Advisor
President - Asia Region

Alice provides investment advice to wealthy families in the United States and abroad with complex cross-border needs. As President of our Asia region, Alice spearheads our initiative to offer Asian investors an entrée into investment opportunities in top tier venture-backed companies emerging out of the US.

Prior to joining Robertson Stephens, Alice was a Vice President with Credit Suisse Securities (USA) LLC advising wealthy Chinese individuals and families in the U.S. as well as providing institutional-level customized financial solutions to her clients in Asia. Before Credit Suisse, Ms. Wu was with Morgan Stanley Private Wealth Management in San Francisco.

In addition to her career in financial services, Alice was an Associate Director at The Asia Foundation advising trustees and donors on their philanthropic activities in Asia. Before receiving her MBA degree, Alice had a career in public health working at Massachusetts General Hospital, where she conducted bio-statistical analyses and co-authored research articles in medical journals.

Alice holds a MBA from New York University, a Masters in Public Health from Boston University and a BS from National Taiwan University. Alice is registered with Robertson Stephens Securities LLC.

Alice's email address: awu@rsadv.com

Michael Zaninovich

Managing Director

Michael’s career of over 25 years as a manager of institutional and individual portfolios makes him uniquely qualified to collaborate with our clients to create customized portfolios to help them achieve their financial goals. His perspective and work experience is global, with a focus on risk-adjusted and tax-efficient returns. Michael works closely with two of our other advisors, Jeanette Garretty and Danny Rozansky.

Prior to joining Robertson Stephens Advisors, Michael was a Senior Vice President and Senior Investment Strategist at Wells Fargo Private Bank where he managed some of the largest relationships in the Wells Fargo Wealth Management Group and was a regular speaker and panelist at Private Bank investment events. Before Wells Fargo, Michael was a partner in two long/short hedge funds and a consultant to a global macro hedge fund.

Michael is fluent in Japanese and Italian. He holds a Masters of International Affairs with a Concentration in Finance from Columbia University where he was a Columbia Corporate Fellow and holds a B.A. from Cornell University.

Michael's email address: mzaninovich@rsadv.com


More About our Team