Robertson Stephens Adds New Bay Area-Based Advisor

 Wealth manager Moira Amado-McCoy, Ph.D. joins San Francisco office

San Francisco, Calif.—November 19, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to add new advisors to the firm, welcoming wealth manager, Moira Amado-McCoy, Ph.D. Moira joins as Managing Director and Principal, bringing significant wealth planning experience. She will be joining the firm’s San Francisco office.

This addition is the fourth advisor team to join Robertson Stephens in the past two months, after new teams have joined in Boise, Santa Rosa and Pasadena. The firm now has 61employees across twelve locations in San Francisco, Marin County, Santa Rosa & Pasadena (CA), New York (NY), Sun Valley & Boise (ID), Holmdel (NJ), Austin & Houston (TX), Seattle (WA) and Denver (CO).

For more information on Robertson Stephens, please visit www.rscapital.com

“We are extremely excited to have Moira join Robertson Stephens,”said Raj Bhattacharyya, Chief Executive Officer of Robertson Stephens. “Moira brings a strong background in financial planning, which she combines with her unique values-based approach to clients to offer a personalized solution. We are pleased to have her join our San Francisco office to help us deepen our presence in the Bay Area. Robertson Stephens continues to significantly grow its assets, furthering our mission to provide clients with great service, unique planning options, public and private investment opportunities and innovative technology.”

Moira began her career in commercial banking but spent the greater part of her professional life as a university professor. Having been awarded her Ph.D. in 2003 (Miami University, Oxford), she spent 11 years in the research, teaching, and service related to issues at the intersection of language and power. Prior to joining Robertson Stephens, Moira spent seven years as a financial advisor with Edward Jones, both in Albuquerque and San Francisco.

“I am thrilled to be joining the Robertson Stephens,” says Moira Amado-McCoy, Managing Director, Principal of Robertson Stephens. “By joining, I am able to offer my clients a broader set of services including comprehensive wealth planning and sophisticated investment strategies that will better position them for financial success.”

Throughout her life, Moira has dedicated her time to causes serving victims of violence and deeply held prejudices. She has served on a DOJ imposed Civilian Police Oversight Board, as a faculty mentor for Take Back the Night events on university campuses and as a “SINC Nonprofit Pro” for the Rio Grande Community Development Center. She also has been an Advisory Committee member for SAGE (dedicated to educating about the needs of LGBTQ elders) and supports Dress for Success in San Francisco.

About Robertson Stephens

Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor with offices in San Francisco, Pasadena, Marin County & Santa Rosa (CA); New York (NY); Sun Valley & Boise (ID); Holmdel (NJ); Austin & Houston (TX); Seattle (WA); and Denver (CO) 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://rscapital.com.