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Robertson Stephens

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Recent News

Robertson Stephens’ Garretty on US economic outlook

January 26, 2023

January 26, 2023 – Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg TV to discuss the US economic outlook. “When one looks forward, one has to put the whole thing together and say, ‘how is this going to come through?’,” says Garretty. “ There are these layoffs […]

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Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice

January 4, 2023

January 4, 2023 – Managing Director, Avi Deutsch was featured in Barron’s discussing ‘Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice.’ “Clients who are young can afford to have a lot of exposure to an individual company,” says Deutsch. “They also have some opportunities around lower stock prices […]

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Robertson Stephens’ Stuart Katz: Answering Key Questions Heading Into 2023

January 3, 2023

As published for Financial Advisor Magazine – Private Wealth January 3, 2023 – As Chief Investment Officer, and Principal at Robertson Stephens, 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 […]

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Wealth Business Buyers Becoming More Selective – Robertson Stephens CEO

January 2, 2023

As published in Family Wealth Report January 2, 2023 How important are M&A deals as part of Robertson Stephens’ overall growth strategy?   M&A plays an important role in our overall growth strategy as does organic growth; however, we don’t believe in aggregation for aggregation’s sake. When […]

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Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio