Jairo Jimenez
Jairo Jimenez is Vice President at Robertson Stephens in the New York Office. He serves on the firm’s Technology and Operations Team where his responsibilities include handling internal IT day-to-day issues, and projects as well as coordinating with our MSP on a wider range of IT systems used at Robertson Stephens. Prior to joining Robertson […]
Jack Gorman
Jack Gorman is an Associate at Robertson Stephens working with the Corporate Development Team. In his role, Jack helps drive business growth and develop strategic relationships. Prior to joining Robertson Stephens, Jack worked in Wealth Management at Equitable Advisors. While at Equitable Advisors, Jack was responsible for supporting senior advisors in developing tailored wealth management […]
Mallon FitzPatrick, CFP®, CLU®, AEP®
Mallon FitzPatrick leads Robertson Stephens’ Wealth Planning Team and is instrumental in scaling and delivering comprehensive wealth planning solutions for high and ultra-high net worth clients. He works closely with prospects and clients to understand their immediate concerns, objectives, biases and behavioral characteristics. He collaborates with clients to develop a strategy integrating tax planning, risk […]
Avi Deutsch
Avi Deutsch is a Managing Director and Principal at Robertson Stephens in the New York office where he advises on portfolio management, financial planning, and social impact investing. Avi especially enjoys working with small business owners and tech executives on exit planning, liquidation of stock options and crypto assets, and planning for life after a […]
Alicia Denton, CFP®
Alicia is a Senior Vice President at Robertson Stephens. She works with Mallon FitzPatrick in the Financial Planning Group, supporting the firm’s advisors by building and analyzing financial plans for clients. Her other responsibilities include researching regulatory changes in planning and growing the firm’s financial planning center. Prior to joining Robertson Stephens, Alicia spent six […]
Louis Calabrese
Lou is the Chief Marketing Officer for Robertson Stephens. He is responsible for leading Robertson Stephens’s efforts to market its wealth management services to an ever-growing group of clients and helping advisor teams develop and execute their lead generation strategies. Lou has 24 years of leadership experience at Equitable and LPL Financial. While at LPL […]
Bryce Black
Bryce is a Senior Vice President at Robertson Stephens. He works with the Corporate Development Team to help drive business growth and develop strategic relationships. Before joining Robertson Stephens, Bryce held various roles in wealth management, mergers & acquisitions, and consulting. Most recently, Bryce spent three years on the Mergers & Acquisitions team at Focus […]
Dylan Ballard
Dylan is a Vice President at Robertson Stephens on the Technology and Operations team. He has 10 years of experience in the wealth management industry, building an expertise leveraging trading technology alongside implementing scalable operations to provide advisors and clients the best experience possible. Prior to joining Robertson Stephens, Dylan was the Senior Portfolio Analyst […]
Mammad Aliyev
Mammad Aliyev is an Associate at Roberston Stephens in the New York Office. He serves on the firm’s Technology and Operations Team where his responsibilities include portfolio accounting and implementation of wealth management and trading software. Prior to joining Robertson Stephens, Mammad worked as a Securities Analyst at Vodia Capital, a boutique wealth management firm […]
Daniel Arcos, CFA®, CFP®
Daniel is a Managing Director at Robertson Stephens. Based in New York City, he advises individuals, families, and foundations on portfolio construction and other wealth management considerations. Prior to his current role as an advisor, Daniel was a member of the firm’s Investment Office and was instrumental in launching the group during Robertson Stephens’ early […]
Stuart Katz
Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio analytics, risk management, manager selection and overall long-term strategic portfolio and near-term tactical asset allocation investment process. Stuart has more than 30 years of institutional and family office investment experience as both a direct investor and allocator across traditional public asset classes […]
Vikram Chugh, CFA®, CFP®
Vikram Chugh is the Chief Operating Officer for Robertson Stephens. He oversees the wealth management platform at Robertson Stephens and is responsible for firm operations, advisor due-diligence and onboarding, technology, marketing and business strategy. Vikram has 20 years of leadership experience working at BlackRock, Merrill Lynch and Capital One. Most recently, Vikram led the business […]