Robertson Stephens Top
We are a wealth management firm.
We are fiduciaries for our clients. Our advice is independent and we act only in the best interests of our clients.
Our mission is to lead with our investment strategy and provide comprehensive solutions to our clients that include high net worth individuals, family offices and non-profits.
Executive Leadership
stuart-katz

Stuart Katz

Chief Executive Officer,
Managing Principal

vikram-chugh

Vikram Chugh

Chief Operating Officer,
Principal

david-westbrook

David Westbrook

Chief Financial Officer,
Principal

john-murray

John Murray

Principal

ren-riley

Ren Riley

Principal

michael-curley

Michael Curley

Chief Compliance Officer,
Principal

Why Robertson Stephens
Our unique partnership culture creates an incentive and value system that allows us to attract the best talent in the wealth management industry. There is a significant unsatisfied demand for experienced professionals to provide trustworthy, independent, and strategic advice.
Our Philosophy

Fiduciary Standard

Investment Strategy

One Partnership

Technology

Comprehensive Wealth  Planning

Contact Us

San Francisco