Val Lonergan
Val serves as a Client Service Associate at Robertson Stephens, where she is dedicated to delivering exceptional client service and building lasting relationships through personalized support and attention to detail. Prior to joining the firm, Val gained experience in estimating and administrative support while working in her family’s business, where she developed strong organizational, communication, and client service […]
Sean Lane
Sean is a Vice President at Robertson Stephens, where he provides hands-on wealth planning support, portfolio oversight, tax integration, and a highly personalized client experience. With more than 15 years of experience in wealth management and financial planning, Sean is known for his ability to listen carefully, understand each client’s unique priorities, and deliver thoughtful […]
Sandhyaa Ram
Sandhyaa Ram is a Tax Associate at Robertson Stephens, where she plays a key role on the Holmdel, NJ Team. With 7 years of professional experience, she collaborates closely with Frankie Corrado, CFP®, RLP and Kevin Talty, CFP®, EA. Her expertise spans 4 years in US Tax Services, where she delivers comprehensive support across individual (Form 1040), partnership (Form 1065), […]
Holmdel, NJ
Our Offices Holmdel, NJ Contact US 101 Crawfords Corner Road, Suite 1-127Holmdel, NJ 07733 (732) 333-8160 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Integrated tax & estate planning strategies & compliance Multi-generational advisory and family dynamics Behavioral Investing aligned with goals Lifestyle impact of “sudden money” events Life Planning and Coaching: Life Design Let’s Talk […]
Kevin Talty, CFP®, EA
Kevin is a Managing Director at Robertson Stephens where he provides financial life guidance alongside the rest of the Holmdel, NJ team. Kevin has been insatiably curious about people and their stories since studying and living in Europe for a year during his undergraduate program. With curiosity and the calling to help people, he pursued […]
David Ebbins
David is a Vice President at Robertson Stephens. David is responsible for the delivery and execution of important information, strategies, technology, and client services, working alongside Frank Corrado, CPA, CFP®, RLP, Frankie Corrado, CFP®, RLP, and Kevin Talty, CFP®, EA. David is a seasoned organizational leader and manager, with a background in instructional technology and […]
Frankie Corrado, CFP®, RLP®
Frankie is a Principal and Managing Director at Robertson Stephens, where he helps individuals and families bring greater clarity, intention, and confidence to the decisions that shape their financial lives. His work extends well beyond managing investments or producing a financial plan. Frankie serves as a trusted partner to his clients, helping them organize the […]