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Robertson Stephens

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News

Robertson Stephens’ Garretty on US economic outlook

January 26, 2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg TV to discuss the US economic outlook. “When one looks forward, one has to put the whole thing together and say, ‘how is this going to come

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Filed Under: News Tagged With: Economic Insights, Jeanette Garretty

Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice

January 4, 2023 - Managing Director, Avi Deutsch was featured in Barron’s discussing ‘Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice.’ “Clients who are young can afford to have a lot of exposure to an individual company,”

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Filed Under: News Tagged With: Avi Deustch

Robertson Stephens’ Stuart Katz: Answering Key Questions Heading Into 2023

As published for Financial Advisor Magazine - Private Wealth January 3, 2023 - As Chief Investment Officer, and Principal at Robertson Stephens, Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio

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Filed Under: News Tagged With: Investment Office Insights, Stuart Katz

Wealth Business Buyers Becoming More Selective – Robertson Stephens CEO

As published in Family Wealth Report January 2, 2023 How important are M&A deals as part of Robertson Stephens' overall growth strategy?   M&A plays an important role in our overall growth strategy as does organic growth; however,

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Filed Under: News Tagged With: Raj Bhattacharyya

6 of the Worst Assets to Inherit

December 31, 2022 - Mallon FitzPatrick was featured in MoneyTalksNews to discuss “6 of the Worst Assets to Inherit.” “Inheriting a share of a regular small business may be less than ideal. It can cause multiple problems, ranging from strained

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Filed Under: News Tagged With: financial planning, Mallon Fitzpatrick, wealth planning

Robertson Stephens Hits $4bn AUM as It Continues to Expand in the Bay Area

LFS Wealth Advisors joins; Robertson Stephens opens its fifth and sixth Bay Area offices San Francisco, Calif.—December 15, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) welcomes LFS Wealth Advisors (“LFS”), a San Ramon, CA

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Filed Under: News Tagged With: Raj Bhattacharyya

Robertson Stephens Strengthens Northeast Presence

Vodia Capital joins Robertson Stephens, opens new Boston office San Francisco, Calif.—December 13, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) adds Vodia Capital, LLC (“Vodia”), a Boston-based registered investment

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Filed Under: News Tagged With: Raj Bhattacharyya

S&P 500 Notches Five-Day Losing Streak as Investors Mull Path for Rates

December 7, 2022 - Chief Investment Officer, Stuart Katz was featured in The Wall Street Journal to discuss ‘S&P 500 Notches Five-Day Losing Streak as Investors Mull Path for Rates.’ “Risk markets are highly dependent and seesawing with each new

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Filed Under: News Tagged With: Investment Office Insights, Stuart Katz

What Is the Bigger Risk for Investors Today Interest Rate Risk or Recession Risk?

November 22, 2022 - Chief Investment Officer, Stuart Katz appears on Nasdaq Trade Talks to discuss whether interest rate risk or recession risk is a bigger risk for investors. “Inflation is going to be more persistent than history would suggest, and

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Filed Under: News Tagged With: Investment Office Insights, Stuart Katz

What To Do With Clients’ Cash Now That Interest Rates Are Up

November 16, 2022 - CIO, Stuart Katz was featured in Financial Advisor Magazine discussing ‘What To Do With Clients’ Cash Now That Interest Rates Are Up.’ “I Bonds are government-backed [and] state- and local-income tax free,” says Katz. But “there

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Filed Under: News Tagged With: Investment Office Insights, Stuart Katz

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Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio