Pasadena, CA

Our Offices Pasadena, ca Contact US 251 S. Lake AvenueSuite 800Pasadena, CA 91101 (626) 547-2602 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Financial Education Multi-Generational Advisory Complex Investment Portfolios Wealth Planning with Scenario Testing Tax Sensitive Investing Let’s Talk "*" indicates required fields Name* First Last PhoneEmail* OrganizationSubjectYour MessagePhoneThis field is for validation purposes and […]

Dinah Wellington

As Vice President with Robertson Stephens, Dinah is responsible for client portfolio administration and office management within the firm’s Pasadena office.  In this critical role, she handles a variety of administrative tasks including client reporting and meeting preparation, client relationship management, database maintenance, document retention and recordkeeping.  She works closely with client CPAs for charitable […]

Karen McClintock, CFA®, CIC

Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundation boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies, and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, […]