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 […]
Bruce Stewart
Bruce is the Head of Family Office at Robertson Stephens. He brings over 25 years of experience in building and advising single-family offices, as well as serving as an outsourced chief investment officer. In this role, he will develop a practice designed for families with more sophisticated needs than those typically addressed by traditional multi-family offices. Prior to Robertson Stephens, Bruce […]
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 […]
Michael Tong
Michael is a Vice President in the Investment Office at Robertson Stephens. Prior to joining Robertson Stephens, Michael was a Vice President in the Global Investment Office at Morgan Stanley Wealth Management. During his time at Morgan Stanley, Michael focused on manager due diligence and covered Global, non-U.S. Developed, and Emerging Market equity strategies. Before joining […]
Vimarsh Saxena
Vimarsh is a Vice President at Robertson Stephens on the Technology and Operations team. He has 10 years of experience in Technology, Insurance and Finance industries and his expertise lies in building scalable technology solutions and increase user engagement and adoption. Prior to joining Robertson Stephens, Vimarsh was the Senior Data Analyst and Salesforce Administrator […]
Rohan Motwani, CFA®
Rohan is a Vice President in the Investment Office at Robertson Stephens. Prior to joining Robertson Stephens, Rohan was a Consultant at Greenwich Strategy, a boutique consulting firm focused on advising private equity clients. In his time with Greenwich Strategy, Rohan conducted top-down and bottom-up analyses of industries and companies to assess the suitability of […]
Victoria Jung, CFP®
Victoria is a Vice President who supports Robertson Stephen’s advisors by working with financial advisors to evaluate client needs and create individually tailored financial plans. She works with Mallon FitzPatrick and Alicia Denton in the Wealth Planning Center to design and implement financial models and solutions that help clients achieve their goals. Prior to joining […]