About Us
We’re entrepreneurs, too
Developed as a partnership between our wealth managers, senior leadership and a group of accomplished investors, Robertson Stephens is redefining the wealth management paradigm for high net worth individuals and family offices.
Meet the Team
Stuart Katz
Chief Executive Officer and Chief Investment Officer
John Murray
Principal
Vikram Chugh, CFA®
Chief Operating Officer, Principal
David Westbrook
Chief Financial Officer, Principal
Mike Curley, CFA®
Chief Compliance Officer, Principal
Daniel Arcos, CFA®
Vice President
Erik R. Boe
Managing Director, Principal
Emily Clemens
Associate
Fabian Contreras
Associate
Frank Corrado, CPA, CFP®, RLP
Managing Director, Principal
Frankie Corrado, CFP®, RLP
Managing Director, Principal
Paul Dallman, CFA®
Vice President
Jim DiPisa, CFA®
Managing Director
Jeanette Garretty
Managing Director, Principal
Kerry Hamana
Managing Director
Libby Herring
Associate
Raymond Lang
Vice President
Brian W. Post, CFA®
Vice President
Danny Rozansky
Managing Director, Principal
Tom Schumacher
Analyst
Peyton Stein
Analyst
Julie Steinman, CFP®
Vice President
Kevin Talty, CFP®, EA
Vice President
J. Michael Tierney, Jr.
Managing Director, Principal
Patty Wanandi
Vice President
Michael Zaninovich
Managing Director, Principal