Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio analytics, risk management, manager selection and overall long-term strategic portfolio and near-term tactical asset allocation investment process. Stuart has nearly 30 years of institutional and family office investment experience as both a direct investor and allocator across traditional public asset classes and alternative strategies. He began his career at Goldman, Sachs & Co., where he worked for 15 years in New York and London in the Principal Investment Area. Prior to joining Robertson Stephens, Stuart also served as: President and Founding Member responsible for establishment of The Heyman Enterprise LLC, a single family investment office, Managing Director and member of the Investment Committee of alternative asset management firm, Amber Capital LP. Stuart earner a B.A. from Dartmouth College, Phi Beta Kappa, and M.B.A. at Harvard Business School.
Mallon is responsible for enhancing the firm’s financial planning capabilities. He provides comprehensive planning and works closely with clients to understand their goals and objectives. He manages clients’ investments and integrates their investment strategy, tax planning, risk management, and estate planning into a cohesive wealth management plan. Mallon has over 20 years of experience in the wealth management industry. Prior to joining Robertson Stephens, Mallon was a Wealth Advisor at Safran Wealth Advisors, LLC a SEC registered investment advisor located in New York, NY. At Safran, he managed client relationships, created and implemented comprehensive plans, and was responsible for trading and investing. He founded Garden Street Advisors, a NY registered investment advisor, and merged it into Safran Wealth Advisors. Prior to this, Mallon held senior roles at JP Morgan Private Bank, Capgemini (serving Morgan Stanley), and Private Client Resources, LLC. In these roles, he was primarily focused on bringing clarity to the financial lives of high net worth and ultra-high net worth families and family offices through the use of digital wealth services. Mallon graduated from Lehigh University with a degree in Industrial Engineering. He earned his CFP® through NYU’s partnership with Dalton and is a member of the FPA.
Since 2018, Jeanette has served as the Chief Economist for Robertson Stephens, working closely with the Investment Office to formulate timely and incisive analysis of business conditions and economic policy for the benefit of all client portfolios at the firm. She is regularly featured on Bloomberg, Reuters and Yahoo Finance and frequently posts breaking economic news commentary on Twitter. Immediately prior to joining Robertson Stephens, Jeanette was Senior Vice President and Wealth Advisor for Wells Fargo Private bank in Palo Alto, California. She started her career in the financial services industry at Bank of America as Head of Industry Analysis and Chief Domestic Economist. Jeanette earned an M.A. and Ph.D.(abd) in Economics from Stanford, and a BS (summa cum laude) in Mathematical Economics from Santa Clara University. She sits on the Executive Board of the Stanford University Institute for Economic Policy Research and is a Trustee and Executive Board Member for The Washington Institute for Near East Policy. She also serves on the Investment Committee of The Phi Beta Kappa Society. In 2021, she was invited onto the Board of the National Library of Israel. Jeanette is Chair Emerita of the Northern Arizona University Foundation Investment Committee and Regent Emerita at Santa Clara University.
455 Market Street
Suite 1450
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
