James Everitt is an Analyst working with Jeanette Garretty and John Murray. He is part of the corporate services team, assisting with client reporting, advisor analytics, and growth insights. He helps translate the firm’s data into the dashboards, reviews, and analysis that help advisors deliver better outcomes for clients.
Before joining Robertson Stephens, James worked at Goalvest Advisory as an Associate on the Venture Growth Fund team. During his time there, he worked with family offices, wealth managers, and high-net-worth individuals to understand investment criteria, risk profiles, and long-term objectives.
James graduated from Wake Forest University with a BA in Economics with a minor in Entrepreneurship. When James isn’t working, he enjoys spending time playing soccer, hiking, or skiing.