Vimarsh Saxena
Vimarsh is a Senior 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 […]
Rohan Motwani, CFA®
Rohan is a Senior 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 […]
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 […]
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 […]
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 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 […]
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 Senior 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 […]
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 […]