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Robertson Stephens

Website for Robertson Stephens Wealth Management

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • 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

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.

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Contact Us

55 Old Bedford Road
Suite 306
Lincoln, MA 01773

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(978) 318-0900

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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Meet The Team

David Matias, MS, CPA

Managing Director, Principal

Brandon Frye, CFP®

Senior Vice President

Chuning Wang

Associate

Janet Shetty

Analyst

Insights

FOMC Commentary – September 20, 2023

Market Note: What is a Natural Interest Rate Anyway? 

3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Generational Wealth Transfer

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News

21 Sep

Preparing Clients For The Risk Of Cognitive Decline

31 Aug

Mallon FitzPatrick on Cheddar News

28 Aug

Jeanette Garretty on Bloomberg Daybreak: Australia

26 Jul

Advisors roll with the Fed’s well-telegraphed monetary policy move

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Resources

Blog Posts

Client Resources

Weekly Commentary

Events

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We are driven by innovation and offer comprehensive solutions that are designed to help ensure your
long-term financial success.

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Brochure Disclosures Contact Us
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
Who We Are
What We Do
Insights
News Room
Join The Team
Who We Are | What We Do | Insights | News Room | Join The Team

Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • 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