Advisor Pam Friedman joins firm as Managing Director and Principal
San Francisco, Calif.— April 7, 2020—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to expand its presence nationally by opening its first Southwestern office in Austin, TX. Financial advisor, Pam Friedman, CFP®, Certified Divorce Financial Analyst® will join as Managing Director and Principal, bring over $60 million in assets, and further expand Robertson Stephens’ financial planning services into marriage, divorce, and other life events. The firm now has 35 employees across five office locations in San Francisco (CA), New York (NY), Sun Valley (ID), Holmdel (NJ), and Austin (TX).
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“Pam’s financial planning expertise, particularly in marriage, divorce, and other complex life transitions, has allowed us to further specialize our wealth planning services,” said Stuart Katz, Chief Executive Officer and Chief Investment Officer of Robertson Stephens. “Pam is well known for her expertise in divorce planning in Austin and will help strengthen our ability to offer comprehensive wealth management services to clients.”
Pam has been in the financial services industry for nearly 30 years. Starting her career in New York and London at CIBC and UBS, respectively, she went back to Austin to become a professor at The University of Texas at Austin. She is also the author of the book I Now Pronounce You Financially Fit, which focuses on planning and maintaining a healthy financial balance in marriage or in case of divorce. In 2018, Pam was a finalist in Austin Woman Magazine’s Woman’s Way Business Award.
“I believe that in Robertson Stephens, I have found the right partner to support my practice,” said Pam Friedman, CFP®, CDFA® and now Managing Director and Principal of Robertson Stephens. “We share the same values and passion for serving both men and women as fiduciaries especially through tough life situations like divorce and widowhood.”
About Robertson Stephens
Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor with offices in San Francisco (CA); New York (NY); Sun Valley (ID); Holmdel (NJ); and Austin (TX) that provides wealth management solutions for high-net-worth individuals and family offices nationwide. In 2018, with sponsorship from private equity firm Long Arc Capital, Robertson Stephens commenced operations with a core philosophy to serve high net worth clients. Robertson Stephens is committed to transparent advice, strong investment outcomes, sophisticated digital solutions, and high-quality client services. For more information please visit: https://www.rscapital.com.
Austin Woman Magazine’s Woman’s Way Business Award: ELIGIBILITY All nominated businesses must be woman-owned or woman-led businesses that not only create a measurable impact in their field, but set the standard for all businesses in their chosen field. Nominated businesses must be based in Austin and/or have a significant portion of operations and staff located in Austin. To qualify as woman-owned, business must be 51% or more woman-owned. To qualify as woman-led, an Austin-based woman must be in an executive role, with PNL responsibilities, and be the most senior-level employee of either the whole company or of a branch of the company. SELECTION PROCESS The Awards Selection Committee will evaluate all nominations based on the submitted criteria and select finalists in each award category. Employees of Austin Woman administer and facilitate the awards selection process but do not participate in or in any way influence the Award Selection Committee’s voting. For more information please go to https://atxwoman.com/womans-way/. ©2020 Robertson Stephens Wealth Management, LLC. All rights reserved.