Robertson Stephens Deepens Presence in San Francisco Bay Area
The firm welcomes wealth manager Joe Delaney to its San Francisco headquarters October 3, 2023 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has further expanded its presence in the San Francisco Bay Area by welcoming Lifeguard Wealth, a California registered investment advisor managing over $100 million in advisory assets. Lifeguard’s founder, Joe Delaney, joins Robertson Stephens as Managing Director and Principal as the firm […]