Rain Capital joins Robertson Stephens, opens new office in Portland, OR SAN FRANCISCO, July 9, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has strategically expanded its presence in the Pacific Northwest by partnering
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Robertson Stephens Strengthens Presence in Colorado
Three Points Financial joins Robertson Stephens, opens new office in Colorado Springs SAN FRANCISCO, May 16, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has further strengthened its presence in Colorado by welcoming Three
Robertson Stephens Named Among USA TODAY’s Best Financial Advisory Firms in 2024
San Francisco, April 30, 2024 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens"), a national boutique wealth management firm that manages more than $5.4 billion in client assets, is proud to announce that it has been
Raj Bhattacharyya on NASDAQ TradeTalks
April 1, 2024 - CEO Raj Bhattacharyya appeared on Nasdaq TradeTalks with host Jill Malandrino to discuss “Why M&A Will Play a Pivotal Role in the Wealth Management Industry” – a panel focused on the impact that M&A continues to have in the
Building An Integrated Stack One Piece At A Time
March 22, 2024 - COO/CTO Vikram Chugh was featured in the Wealthmanagement series “What’s In My Wealthstack?” discussing the architecture of Robertson Stephens’ technology systems. “We’ve built an end-to-end technology stack from scratch, one piece
Jeanette Garretty on Bloomberg Daybreak Asia
March 19, 2024 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Asia to discuss her market perspective and how The Fed in the US will act later this week. Jeanette touched upon commercial real estate, CPI and
Advisors Name the New Technology That’s Having the Biggest Impact on Their Firms
March 13, 2024 - Chief Investment Officer Stuart Katz was featured in Barron’s ‘Advisors Name the New Technology That’s Having the Biggest Impact on Their Firms.’ “The investment process can be very time consuming with regard to sourcing, evaluating,
Robertson Stephens Hits $5 billion AUM, Deepens Presence in the Northeast
The firm welcomes wealth managers, William Thrush and Meghan Rump, in new CT office, 5th office in the Northeast SAN FRANCISCO, March 1, 2024 — Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has reached $5 billion in AUM and has
Mallon FitzPatrick on FA Magazine
January 8, 2024 - Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine to discuss ‘Supreme Court Weighs Giving Green Light To Wealth Tax.’ “If the Supreme Court upholds the constitutionality of a tax on
Jeanette Garretty on Bloomberg Daybreak Australia
January 7, 2024 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Australia to discuss her key takeaways from the US jobs data and outlook for the US economy. “The jobs report was a good jobs report,” says
