Kiarra Coke
Kiarra Coke is an Operations Associate at Robertson Stephens. She brings over five years of experience in the financial services industry, fully supporting both clients and advisors across onboarding, account maintenance, and operational service requests. Kiarra began her career at Fidelity Investments, where she developed a strong foundation in financial services while supporting clients across a range […]
Evan Small
Evan Small is an Analyst on the Corporate Development Team at Robertson Stephens. In his role, he helps drive business growth and develop strategic relationships. Before joining Robertson Stephens, Evan worked at AlphaSights as an Associate on the Capital Markets team in New York. During his time there, he partnered with leading hedge funds and […]
Anthony Foti
Anthony joined as a Marketing Associate in 2025. He is a seasoned Marketing Operations Leader with expertise in marketing automation, revenue operations (RevOps), and process optimization. He thrives at the intersection of marketing, technology, and efficiency — helping organizations streamline workflows, integrate powerful tools, and build automation strategies that convert leads into revenue. With over […]
Richard Lewis, AIF®
Richard Lewis, AIF® is a Managing Director and Principal of Robertson Stephens Rhode Island office. Richard has more than 8 years of experience in the financial service industry, specializing in financial planning. He works closely with Start-Up founders, corporate executives, and multi-generational families. He enjoys helping to plan for retirement and finding solutions for lifetime […]
Leah Hokenson, J.D.
Leah is a Principal and Managing Director at the Robertson Stephens New York City office. Leah has a particular interest in art and advises artists, creatives, and collectors on wealth management. She believes that wealth can be used to form a more equitable, conscious world. She works with families, estates, trusts, and foundations to represent […]
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, […]
Alina Churakova
Alina is an Analyst at Robertson Stephens in the New York City Office. She supports Raj Bhattacharyya in his daily matters. Before joining Robertson Stephens, Alina was a multilingual legal and administrative professional with 4+ years of experience acquired in Ukraine, specializing in corporate law, contract negotiations, and immigration law in Ukraine. Before becoming a […]
Greg Halzack
Greg is a Vice President at Robertson Stephens, working in the Performance Analysis and Client Reporting team at the New York office. With over 10 years of experience in the wealth management industry, Greg has developed expertise in performance analysis and client reporting solutions. Greg began his career at Morgan Stanley, specializing in customized solutions […]
Mike Barnes
Mike is a Managing Director and Head of Operations at Robertson Stephens. He is responsible for overseeing all operational aspects of the firm, including client onboarding, account management, and transaction processing. Mike has nearly 20 years of operations leadership experience in the financial services industry. Prior to joining Robertson Stephens, Mike was Head of Financial Operations for […]
Kartikay Pathak
Kartikay is an Analyst in the Investment Office at Robertson Stephens. Before joining Robertson Stephens, he served as an Equities Management Associate in the Global Banking & Markets division at Goldman Sachs, providing comprehensive support to Asia Equities Traders. Kartikay began his career as a Financial Analyst at JP Morgan, contributing to the Global Finance […]
Patty Wanandi
Patty is a Senior Vice President at Robertson Stephens. Patty is responsible for Robertson Stephens’ marketing and branding efforts. Prior to joining Robertson Stephens, Patty was based in Jakarta, Indonesia as an Assistant Vice President at a family office, PT. Gemala Sarana Wiyata. Previously, Patty was an associate at Belstar Group, a hedge fund in […]
Mahir Vora
Mahir is a Managing Director and Principal in the Investment Office at Robertson Stephens. Mahir has over 25 years of experience as an investor, wealth management product specialist and investment banker. Most recently, Mahir was a founding member of a new distressed debt strategy at TCW. Prior to that, Mahir was a Managing Director at […]