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.
