Courtney Kelly
Courtney is a Vice President at Robertson Stephens in the New York Office. She supports Avi Deutsch in providing an outstanding client experience. Courtney especially enjoys working with clients on complex financial planning initiatives and ensuring exceptional service delivery throughout the advisory relationship. Prior to joining Robertson Stephens, Courtney served as Director of Professional Services at Altera Digital Health, […]
New York – Deutsch
Our Offices New York, NY – Deutsch Contact US 810 7th AvenueSuite 615New York, NY 10019 (917) 477-4816 Areas of Expertise Fiduciary Wealth Management Comprehensive Financial Planning Entrepreneurs, Business Owners, and Tech Executives Equity Based Compensation—RSUs, ESPPs, ISOs and NSO, and concentrated stock positions Thematic Social Impact Investing Environmental, Social, and Governance (ESG) Integration Let’s […]
Avi Deutsch
Avi Deutsch is a Managing Director and Principal at Robertson Stephens in the New York City office where he advises on portfolio management, comprehensive wealth planning, and social impact investing. Avi especially enjoys working with business owners, executives with equity-based compensation, and people who appreciate clear communication, empathetic guidance, and intentional decision-making. Before joining Robertson […]