Matthew Parrish
Matthew recently joined Robertson Stephens as an Analyst, marking his first professional role after graduating from Georgetown University with a Bachelor of Science in Foreign Studies. With a strong foundation in global economics, international relations, and technology policy, he is passionate about applying his academic expertise to the financial and strategic challenges at Robertson Stephens. […]
Boston, MA
Our Offices Boston, Massachusetts Contact US 55 Old Bedford RoadSuite 306Lincoln, MA 01773 (978) 318-0900 boston@rscapital.com X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Multi-Family Office Comprehensive Financial Planning Tax and Estate Planning Customized Fixed Income Strategies Strategic Relationships with Private Equity and Venture Capital Funds The Robertson Stephens Boston office harnesses diverse experiences and backgrounds […]
Janet Shetty
Janet is an Associate at Robertson Stephens in the Boston Office. She supports David Matias and Brandon Frye in providing clients with a superb client experience. Prior to joining Robertson Stephens, Janet was a Client Services Associate at Vodia Capital, a boutique wealth management firm in Lincoln, Massachusetts, supporting the advisor team. Janet has more […]
David Matias, MS, CPA
David Matias is a Managing Director at Robertson Stephens in the Boston office. With the Boston team, he advises on a range of financial and life needs, including portfolio management, legacy creation, and social impact investing. David especially enjoys working with families looking to plan multi-generational wealth preservation and transfer while developing custom or novel […]
Brandon Frye, CFP®
Brandon Frye is a Senior Vice President at Robertson Stephens in the Boston Office. With David Matias, he advises clients on financial planning, fixed income strategies, and portfolio management. He is deeply passionate about helping clients achieve their financial goals, starting with small life changes. Prior to joining Robertson Stephens, Brandon was the Director of […]