Houston, TX

Our Offices Houston, TX Contact US 3131 Eastside StreetSuite 105Houston, TX 77098 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Investing in Social Impact Multi-generational advisory Pre and Post Liquidity Events Philanthropic Planning Sudden Wealth and Inheritance Let’s Talk "*" indicates required fields Name* First Last PhoneEmail* OrganizationSubjectYour MessageEmailThis field is for validation purposes and should […]

Anne Robertson

Over the past 25 years Anne Robertson has developed proposals and increasingly effective strategies to obtain revenue for several large non-profits, and socially responsible businesses. Among other duties, she has also chaired major fundraising events for many influential entities, and when combined, has raised well over one million dollars to help their critical efforts. One […]

Ron Lerner

Ron is a Vice President at Robertson Stephens in the Houston office.  He has over 50 years of experience in wealth management. Prior to joining Robertson Stephens, he was an Adviser at Collaboration Capital, LLC, an investment advisory practice predicated on ESG principles and the power of for-profit enterprise to solve for complex, growing problems. His […]

Christopher L. Knapp

Chris has over 36 years experience as investment advisor and entrepreneur. He began his career at Brown Brothers Harriman in New York, later co-founding and serving as CEO for Chilton Capital Management in Houston. Prior to joining Robertson Stephens Chris founded and served as CEO for Collaboration Capital, an investment advisory practice predicated on ESG […]

Gary T. Fitzgerald

Gary is a Senior Vice President at Robertson Stephens in the Houston office.  He has 20 years of experience in wealth and asset management.  Prior to joining Robertson Stephens, Gary was an integral part of the launch of Collaboration Capital, LLC, where he served as the Chief Operating & Chief Compliance Officer. Collaboration Capital was […]

Annelise Bovet, CFP®

Annelise is a Vice President at Robertson Stephens in the Houston office.  She has over 25 years of experience in wealth management.  Prior to joining Robertson Stephens, she was Senior Client Service Officer at Collaboration Capital, LLC, an investment advisory practice predicated on ESG principles and the power of for-profit enterprise to solve for complex, […]