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Robertson Stephens Finalist in Four 2026 ThinkAdvisor Luminaries Awards

We are excited to share that Robertson Stephens has been nominated as finalists for three ThinkAdvisor Luminaries Awards categories. This accomplishment is a reflection of our team’s commitment to excellence and forward thinking in this always-evolving industry.  Looking forward to the winning announcements in December!

RIAs – Less Than $10 Billion AUM/AUA:

CEO of the Year

  • Raj Bhattacharyya, Robertson Stephens
  • Jonathan Blumenthal, Quotient Wealth Partners
  • Justin Brownlee, Brownlee Wealth Management
  • Gideon Drucker, Drucker Wealth
  • Phil Fiore, Procyon
  • Jon Foster, Angeles Wealth Management
  • David Hefty, Credent Wealth Management
  • Lauren Oschman, Vestia Personal Wealth Advisors
  • Kimberley Raimondo, Brookwood Investment Group
  • Grant Rawdin, Wescott Financial Advisory Group
  • Brandon Ross, Quotient Wealth Partners
  • Gabriel Shahin, Falcon Wealth Planning
  • Shannon Spotswood, RFG Advisory
  • Isiah Williams, Audible Wealth Management

Chief Investment Officer of the Year

  • Andrew Almeida, XYPN
  • David Bailin, The CIO Group
  • Edison Byzyka, Credent Wealth Management
  • Stuart Katz, Robertson Stephens
  • Erik Lehr, Empirical Wealth Management
  • Anshul Sharma, Savvy Wealth
  • Rick Wedell, RFG Advisory

CMO of the Year

  • Louis Calabrese, Robertson Stephens
  • Matt Seitz, Prosperity Capital Advisors
  • Erin Taylor, Sowell Management

The full list of finalists and methodology can be found at https://events.thinkadvisor.com/luminaries-awards/11716643.

Disclosure and Source

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 Commission. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. It does not constitute a recommendation or offer to buy or sell any security, has not been tailored to the needs of any specific investor, and should not provide the basis for any investment decision. Please consult with your Advisor prior to making any Investment decisions. The information contained herein was carefully compiled from sources believed to be reliable, but Robertson Stephens cannot guarantee its accuracy or completeness. Information, views and opinions are current as of the date of this presentation, are based on the information available at the time, and are subject to change based on market and other conditions. Robertson Stephens assumes no duty to update this information. Unless otherwise noted, any individual opinions presented are those of the author and not necessarily those of Robertson Stephens. Indices are unmanaged and reflect the reinvestment of all income or dividends but do not reflect the deduction of any fees or expenses which would reduce returns. Past performance does not guarantee future results. Forward-looking performance targets or estimates are not guaranteed and may not be achieved. Investing entails risks, including possible loss of principal. Alternative investments are only available to qualified investors and are not suitable for all investors. Alternative investments include risks such as illiquidity, long time horizons, reduced transparency, and significant loss of principal. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. © 2026 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere. A3774

 

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