Emily is an Associate at Robertson Stephens. Emily is responsible for supporting the firm’s client reporting, client communications, and business development efforts. She works with Erik Boe, Managing Director and Principal, along with Jim Kanellitsas, Julie Steinman, CFP®, and Brian Post, CFA, to provide genuine, high-touch attention and bespoke service to the firm’s high net-worth clients.
Prior to joining Robertson Stephens, Emily worked in Private Wealth Management at ClearRock Capital, where she developed the organization’s client-facing communications and assisted in the firm’s expansion. Previously, she worked in Private Equity for GTCR, coordinating fundraising events and aiding in deal processes. Additionally, she worked for Monarch Beach Resort in Dana Point, planning and producing luxury events.
Emily earned a B.S. in Event Operations & Management from The L. Robert Payne School of Hospitality & Tourism Management at San Diego State University. Emily has served on the board of Mountain Humane, was actively involved with PAWS Chicago, and helped to plan the Wood River Community YMCA’s annual Celebrity Golf Classic. In her free time, Emily enjoys cooking, golfing, running and hiking in Sun Valley.