2020 T3 Conference Technology Panel with Vikram Chugh
COO Vikram Chugh participated in the T3 Conference Technology Panel discussing the effects of the pandemic on technology in the wealth management industry. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not […]
2020 Election Roundtable with Stuart Katz
Chief Investment Officer Stuart Katz participated in an Election Roundtable discussing the 2020 Election impact. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the […]