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 […]
Alicia Denton, CFP®, CLU®
Alicia is a Senior Vice President in the Wealth Planning group at Robertson Stephens, where she partners with advisor teams to deliver comprehensive financial planning strategies for high and ultra-high net worth families, executives, and entrepreneurs. With over a decade of experience in wealth management, she specializes in integrating investment, tax, estate, retirement, risk management, […]
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 […]
Raj Bhattacharyya
Raj has over 30 years of experience in the financial services industry, leading large franchises across trading, capital markets, and wealth management. Raj joined Robertson Stephens in 2019 initially as an investor, then as a board member and formally took over the CEO role in 2020 after eight months as a leading board member and […]