May 7, 2024 - CMO, Louis Calabrese, hosts Chief Economist Jeanette Garretty to discuss the most recent FOMC meeting and her outlook on the U.S. economy.
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Planning a Thoughtful Wealth Transfer
May 6, 2024 There are many ways to harness the step-up in basis while ensuring financial security — and avoiding many pitfalls. As published in Rethinking65 By Mallon FitzPatrick Wealth transfer starts with a comprehensive wealth plan to
FOMC Commentary – May 1, 2024
By Chief Economist, Jeanette Garretty May 2, 2024There is very little that was surprising in the May 1 interest rate announcement by the Federal Open Market Committee (FOMC). It was acknowledged by a number of Federal Reserve members weeks ago
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
FOMC Commentary – March 20, 2024
March 20, 2024 What Just Happened? By Chief Economist, Jeanette Garretty The just-concluded March meeting of the Federal Open Market Committee (FOMC) ended with an unsurprising statement leaving the target Fed Funds at 5.25%-5.5% and citing
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
3 Questions with Robertson Stephens featuring Managing Director & Principal, Pam Friedman
March 18, 2024 - Chief Marketing Officer Louis Calabrese hosts Managing Director and Principal Pam Friedman, where they discuss divorce planning. They cover why a financial planner is advantageous in the divorce process as well as steps you should
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
