Menlo Park, CA
Our Offices Menlo Park, CA Contact US 1550 El Camino RealSuite 250Menlo Park, 94025 (415) 500-6810 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Family Office Multi-Generational Advisory Philanthropy, Foundations and Tax Management Pre- and Post- Liquidity Events Real Estate Wealth Let’s Talk Providing Uniquely Tailored and Dedicated Service to Our High and Ultra-High-Net-Worth Clients and […]
Michael Zaninovich
Michael is a Principal and Managing Director at Robertson Stephens and has managed institutional and individual portfolios for 27 years. Together with Jeanette Garretty and Danny Rozansky, Michael advises Robertson Stephens’ clients in the US and Europe on capital markets, multi-asset class portfolios, hedging and manager due diligence. Prior to Robertson Stephens, Michael was a […]
Kapril Wooley
Kapril is a Vice President at Robertson Stephens and in her role she works cross-functionally to offer personalized and comprehensive wealth management solutions for high net worth and ultra-high net worth clients. Prior to joining Robertson Stephens, Kapril was at First Republic Bank as part of the bank’s Treasury team. Previously she was a Senior […]
Danny Rozansky
Danny is a Principal and Managing Director at Robertson Stephens. Together with Michael Zaninovich, Danny advises high net worth and ultra-high net worth individuals, senior executives and their families on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Danny has more than 25 years […]
Dane Colin
Dane is an Associate at Robertson Stephens. He works with Danny Rozansky, Jeanette Garretty, Michael Zaninovich and Raymond Lang, helping them to ensure high net worth and ultra high net worth clients have the best experience possible. This includes helping to onboard new clients and set up new accounts as well as maintain client accounts […]