Robertson Stephens Recruits Erik Boe from RBC to Launch Sun Valley Office
SAN FRANCISCO, June 4, 2019 /PRNewswire/ – Robertson Stephens Wealth Management, LLC, an independent wealth management firm headquartered in San Francisco, announced today that Erik Boe has joined the firm as Principal and Managing Director to launch its Sun Valley, Idaho office. Erik joins Robertson Stephens from RBC Wealth Management. With over 20 years of industry […]
Robertson Stephens Unveils New Era with Long Arc Capital
SAN FRANCISCO, Dec. 17, 2018 /PRNewswire/ — Robertson Stephens, a wealth management firm with offices in San Francisco and New York, today announced its official launch with sponsorship from private equity firm Long Arc Capital. In this new era, the firm’s mission is to redefine wealth management for high net worth clients by being a fiduciary that leads with its investment […]