Boston, Massachusetts

The Robertson Stephens’ Boston office harnesses diverse experiences and backgrounds with best-in-class technical knowledge to guide our clients through some of the most difficult periods ahead of us.  We are committed to outstanding customer service, financial rigor, long-term value creation, and meeting one’s goals for a healthy and sustainable lifestyle.

Our clients include multi-generational families seeking wealth preservation and legacy creation, business owners and entrepreneurs before and after liquidity events, young professionals and executives (as individuals and/or families) building wealth for a better tomorrow.

We implement a blend of Nobel-prize-winning theories of financial risk and empirical models of human behavior into our investment strategies, while offering clients the ability to pursue social impact goals using a broad set of tools. Along with our investment management in public and private securities, we develop comprehensive wealth plans to meet our client’s needs and goals.