May 1, 2020 – As published on FA Magazine By Karen DeMasters Working at home “may have legs” after the current coronavirus crisis passes, said Bob Oros, CEO of HighTower Advisors. The pandemic that has forced many people, including financial advisors, out of the office “may change the way we think about real estate—physical offices—in…

April 22, 2020 – As published in Forbes By Kenneth Rapoza This coronavirus is a buy. A large majority of investors surveyed by Investing.com think the pandemic is opportunity knocking. That might explain why the market is still rising in the middle of the worst public health crisis since the Spanish Flu of 1918. When asked if…

Advisor Pam Friedman joins firm as Managing Director and Principal San Francisco, Calif.— April 7, 2020—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to expand its presence nationally by opening its first Southwestern office in Austin, TX.  Financial advisor, Pam Friedman, CFP®, Certified Divorce Financial Analyst® will join as Managing Director and Principal, bring over…

March 8, 2020Chief Economist Jeanette Garretty gives an economic update amid the coronavirus outbreak on Bloomberg Radio’s “Daybreak Asia”.     Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. This material is for general informational purposes only. It does not constitute investment advice or a recommendation or…

Vine Street Wealth Management joins Robertson Stephens San Francisco headquarters San Francisco, Calif.— Feb 19, 2020—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) adds Vine Street Wealth Management (“Vine Street”), a Marin County-based registered investment advisor managing approximately $150 million in assets.  Vine Street co-founders John Bernabei and Zack Perry will join Robertson Stephens as Managing…

Wealth Manager Taps into Fintech and Strategic Growth Expertise of  Carsten Kengeter and Raj Bhattacharyya  SAN FRANCISCO—January 28, 2020— Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has expanded its parent company board with the appointment of Carsten Kengeter, former Chairman and CEO of UBS Investment Bank, and Raj Bhattacharyya, former head of European and North…

December 20 2019 – As published in Wall Street Journal By Karen Langley U.S. stocks closed out the week at records, powered higher by new signs of economic strength that have followed a calming in trade tensions. Major U.S. indexes have bounded higher since the U.S. and China agreed last week to a preliminary trade…

December 18 2019 – As published in SVPN Magazine By Erik Boe and Kipp Nelson  Robertson Stephens is seeking to redefine wealth management for high net worth clients.  SVPN asked Kipp Nelson (of Long Arc Capital) and Erik Boe, (Principal) what lies ahead for the Firm, with a substantial operation in Sun Valley. 1.SVPN: How…

November 22,2019 –  as published in Reuters * Trump says trade deal “potentially very close” * China’s Xi says wants to work out an agreement * Nordstrom jumps on 2019 forecast raise * Tesla drops after unveiling electric pickup truck * Indexes: Dow up 0.22%, S&P up 0.05%, Nasdaq off 0.12% (Changes comment, updates to…

October 25, 2019 – CEO and Chief Investment Officer, Stuart Katz, was a guest speaker on Bloomberg Radio: Daybreak Asia.  Listen here for Stuart’s comments on breaking economic news of the day.   Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. This material is an investment advisory…