September 15, 2022 – Providing a great client experience is paramount to what we do. At Robertson Stephens, we have employed a middle office advanced support model to support all client activity. Ranging from the initial client onboarding to every day tasks, our operations team is here to help with client financial needs.
Providing Support Across All Client Activity
By Vikram Chugh, CFA®, CFP®
Chief Operating Officer, Principal
Chief Operating Officer, Principal