Greg Halzack
Greg is a Vice President at Robertson Stephens Wealth Management, LLC, 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 […]
Kartikay Pathak
Kartikay is an Analyst in the Investment Office at Robertson Stephens Wealth Management, LLC. Before joining Robertson Stephens Wealth Management, LLC, 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 […]
Patty Wanandi
Patty is a Senior Vice President at Robertson Stephens Wealth Management, LLC. Patty is responsible for Robertson Stephens Wealth Management, LLC’ marketing and branding efforts. Prior to joining Robertson Stephens Wealth Management, LLC, Patty was based in Jakarta, Indonesia as an Assistant Vice President at a family office, PT. Gemala Sarana Wiyata. Previously, Patty was […]
Mahir Vora
Mahir is a Managing Director and Principal in the Investment Office at Robertson Stephens Wealth Management, LLC. 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 […]
Michael Tong
Michael is a Vice President in the Investment Office at Robertson Stephens Wealth Management, LLC. Prior to joining Robertson Stephens Wealth Management, LLC, 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 […]
Vimarsh Saxena
Vimarsh is a Senior Vice President at Robertson Stephens Wealth Management, LLC 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 Wealth Management, LLC, Vimarsh was […]
Rohan Motwani, CFA®
Rohan is a Senior Vice President in the Investment Office at Robertson Stephens Wealth Management, LLC. Prior to joining Robertson Stephens Wealth Management, LLC, 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 […]
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 Wealth Management, LLC 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 Wealth […]
Mallon FitzPatrick, CFP®, CLU®, AEP®
Mallon FitzPatrick leads Robertson Stephens Wealth Management, LLC’ 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 […]
Avi Deutsch
Avi Deutsch is a Managing Director and Principal at Robertson Stephens Wealth Management, LLC 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. […]
Alicia Denton, CFP®, CLU®
Alicia is a Senior Vice President in the Wealth Planning group at Robertson Stephens Wealth Management, LLC, 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, […]