Wealth manager Keith Larkin joins San Francisco office
San Francisco, Calif.—Nov 30, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to add new advisors to the firm, welcoming wealth manager, Keith Larkin. Keith joins as Managing Director and Principal, bringing significant wealth planning and banking experience. He will be joining the firm’s San Francisco office.
This addition is the fifth advisor team to join Robertson Stephens in the past two and a half months, after new teams have joined in Boise, Santa Rosa, Pasadena and San Francisco. The firm now has 62 employees 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 want to extend a warm welcome to Keith as he joins the Robertson Stephens family”, said Raj Bhattacharyya, Chief Executive Officer of Robertson Stephens. “Keith’s focus on building his practice while delivering comprehensive and customized wealth plans to his clients make him a perfect fit for the firm as we continue to expand our presence in the Bay Area. Robertson Stephens has experienced unprecedented inorganic and organic growth this past year, doubling our assets since the beginning of 2021.”
“I am very excited to be joining the Robertson Stephens,” says Keith Larkin, Managing Director, Principal of Robertson Stephens. “My decision to join Robertson Stephens was predicated on being able to provide advanced financial planning and strategic investment advice for my clients. I am now able to offer my clients this broader set of services so I can work them to fulfill their specific needs and goals.”
Prior to Robertson Stephens, Keith worked at Wells Fargo Advisors as a financial advisor since 2013. In 2019, he was recognized as a Premier Advisor, a distinction reserved for a select group of financial advisors at Wells Fargo Advisors. Previously, Keith was a Director at Deutsche Bank, where he provided wealth, estate and retirement planning services for high-net-worth individuals, and a Vice President at Neuberger Berman. Keith graduated from the University of Arizona with a Bachelor’s degree in Political Science and Economics.
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.