Meet Karen McClintock, CFA® – Not settling for the status quo was imperative for Karen McClintock, a wealth manager in our Pasadena office, to continue servicing her clients. Watch how Robertson Stephens was able to solve for her pain points.
Meet John Bernabei, CFP® – Scalability and building his business are the top priorities for John Bernabei, a wealth manager in our Marin County office. See why Robertson Stephens was the right fit.
Meet Frank Corrado, CFP® – Succession planning has been top of mind for Frank Corrado, wealth manager at our Holmdel Office. See how Robertson Stephens fit into his succession plan.