Our Offices

New York, NY

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810 7th Avenue
Suite 615
New York, NY 10019

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Serving Wealth Creators Worldwide

The Robertson Stephens New York office offers comprehensive wealth management solutions tailored to high-net-worth individuals worldwide. As fiduciaries and stewards of wealth, we provide expert financial advice that allows our clients to focus on their lives, knowing we are looking after their finances. Our clients—entrepreneurs, business owners, tech executives, and young professionals—value a wealth management experience that matches with their pace and lifestyle.

We take a holistic approach to financial well-being, ensuring every aspect of your wealth is thoughtfully managed. Based on comprehensive financial planning, we design institutional-quality investment portfolios. We also oversee key elements of your broader financial strategy including estate planning, taxes, and insurance to identify potential blind spots.

For those interested in values-aligned investing options, we offer strategies including ESG integration, thematic impact investing, and innovative philanthropic solutions.

With a commitment to excellence, we work tirelessly to earn your trust and provide an outstanding client experience.

Meet The Team

Managing Director, Principal

Our Services

We bring institutional-quality investment strategies to individuals and families. We work across private and public markets to design and manage portfolios tailored to your specific needs. Our goal is simple: to help protect and grow your wealth with a disciplined and transparent approach that always puts your interests first.

We believe a strong financial future starts with a thoughtful plan. We take the time to understand your goals, dreams, and what truly matters to you. The wealth plan we create serves as a dynamic roadmap, helping you navigate uncertainty and make informed decisions at every stage of life.

Making your life easier is a priority for us. We collaborate directly with your tax, estate planning, and insurance professionals to ensure every aspect of your financial well-being is aligned and working together seamlessly.

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