The Robertson Stephens Bellevue office brings 30+ years of investment and capital markets experience to help clients anticipate and resolve complex challenges across the entire balance sheet. Our unique background enables us to engage with clients at any financial pain point. By actively focusing on near-term challenges, we help clients identify “financial blind spots” and more effectively allocate risk to help achieve long-term goals.

We underwrite and provide access to institutional-grade public and private investment solutions that lead to “mandate-driven” portfolio solutions within a fiduciary relationship.  We are industry veterans who are experienced in partnering with individuals and families so that they can focus on what is most important to them.