The firm named finalist in Outstanding Contribution to Wealth Management Thought Leadership Category, Jeanette Garretty named finalist in Women in Wealth Advisory (Individual) Category

San Francisco, Calif.—March 2, 2022 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) a national wealth management firm headquartered in San Francisco, has been selected as a finalist in 2 categories at the Family Wealth Report Awards 2022 program. The firm is in the running for Outstanding Contribution to Wealth Management Thought Leadership Category, and Managing Director and Principal, Jeanette Garretty, is a finalist for Women in Wealth Advisory (Individual) Category.

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

Commenting on the firm being selected as a finalist in both categories, Raj Bhattacharyya, CEO of Robertson Stephens said: “We are delighted to have been selected as a finalist for both Outstanding Contribution to Wealth Management Thought Leadership as well as Women in Wealth Advisory. Engagement with our clients around topical themes and ideas is a critical part of a wealth management experience at Robertson Stephens, and we are proud to have been recognized for our Thought Leadership. Jeanette has distinguished herself as an invaluable resource to not only her clients but also to the firm with her deep and pointed economic insights and we are truly proud of her recognition. We are honored and grateful to Family Wealth Report for the honor of being chosen as a finalist in both categories and view that as a testament to the high level of client service we work on every day at Robertson Stephens.”

Jeanette Garretty, Managing Director and Principal of Robertson Stephens, added: “I’m honored to have been selected as a finalist by the judges but it would not have been possible if it wasn’t for the team I work with and the dedication of everyone at Robertson Stephens. Being named a finalist is as much about them as it is about me.”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was first to extend his congratulations to all finalists, “This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories. The firms and individuals in the 9th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognize the very best operators in the private client industry. The judging process is rigorous and independent and all conflicts of interest are avoided, ensuring that these awards truly reflect excellence in family wealth management.”

Winners will be announced on 4 May 2022 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.

About Robertson Stephens

Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor with offices in San Francisco, Pasadena, Marin County & Santa Rosa (CA); New York (NY); Sun Valley & Boise (ID); Holmdel (NJ); Austin & Houston (TX); Seattle (WA); and Denver (CO) that provides wealth management solutions for high-net-worth individuals and family offices nationwide. In 2018, with sponsorship from private equity firm Long Arc Capital, Robertson Stephens commenced operations with a core philosophy to serve high net worth clients. Robertson Stephens is committed to transparent advice, strong investment outcomes, sophisticated digital solutions, and high-quality client services. For more information please visit:  https://www.rscapital.com.

About the Family Wealth Report Awards

The Family Wealth Report Awards program was launched in 2014 for the family office and family wealth management industry and its providers in North America. The categories are focused around three main areas: experts (individuals and teams), products and services for wealth managers/institutions of all sizes and types. Eligible entrants have business operations in North America. The judging panel is composed of 40 independent industry experts from family offices, private banks, trusted advisors, consultants and other services providers and selects winners, finalists and commended firms and individuals on the basis of qualitative subjective criteria with quantitative metrics to support, supplied to the organizers in standardized submission forms. No charge is made for entry and success is not determined by a commercial relationship with the organizers. For more information: https://clearviewpublishing.com/events/the-ninth-annual-family-wealth-report-awards-2022/.

Print Friendly, PDF & Email