Marin, CA

Our Offices Marin County, CA Contact US 455 Market StreetSuite 1450San Francisco, CA 94105 (415) 500-6810 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Corporate Executives Pre- and Post- Liquidity Events Real Estate Retirement Plan Consulting Wealth & Inheritance Planning Let’s Talk Serving All of the San Francisco Bay Area The Robertson Stephens Marin County office […]

Zack Perry, CFA®

Zack is Managing Director in the Marin Office at Robertson Stephens.  Previously, he was Co-CIO and a Partner at Vine Street Wealth Management with John Bernabei. Prior to starting Vine Street, Zack spent 19 years at several investment management firms. The first 13 years were at Franklin Templeton, where he spent 10 years running a successful small cap product […]

John Bernabei, CFP®

John Bernabei is a Principal and Managing Director at Robertson Stephens and located in San Francisco.  Together with Zack Perry, John advises high net worth individuals on a wide range of wealth management solutions ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Prior to joining Robertson Stephens, John was a founding […]