Boston, MA
The Robertson Stephens’ Boston office brings together diverse experiences and backgrounds from around the world. With work experiences ranging from the U.S. Marine Corps to construction, we seek to overcome the traditional barriers surrounding the finance industry. We are committed to outstanding customer service, financial rigor, long-term value creation, and meeting one’s goals for a healthy and sustainable lifestyle.
We work with many individuals and families to develop and implement investment strategies that achieve financial and social impact goals. Our clients include multi-generational families seeking wealth preservation and legacy creation, business owners and entrepreneurs before and after liquidity events, young professionals and executives (as individuals and/or families) building wealth for a better tomorrow.
We implement a blend of Nobel-prize-winning theories of financial risk and empirical models of human behavior into our investment strategies, while offering clients the ability to pursue social impact goals using a broad set of tools. Along with our investment management, we develop comprehensive wealth plans to meet our client’s needs and goals.
Areas of Expertise
- Investing for Social Impact
- Multi-Generational Advisory/Virtual Family Office
- Pre- and Post- Liquidity Events
- Risk Mitigation
- Small Business
- Tax and Estate Management
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