Becky Kuang
Becky is a Senior Vice President on the Operations Team at Robertson Stephens, based in the firm’s San Francisco office. With more than 20 years of experience in private wealth management and asset management, she brings extensive experience in driving operational excellence, business transformation, and strategic execution. She plays an integral role in supporting the […]
San Francisco – Young
Our Offices San Francisco, CA – Young Team Contact US 455 Market StreetSuite 1450San Francisco, CA 94105 (415) 500-6810 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Comprehensive Wealth Management Corporate Executive Compensation & Concentrated Stock Solutions Tax & Estate Planning Strategies Philanthropic Planning Tailored Private and Public Markets Portfolio Management Let’s Talk * Required Serving […]
Josh Young, CFP®
Josh is a Managing Director and Principal at Robertson Stephens. He works closely with his clients to build trust and deliver comprehensive investment and wealth management solutions. Josh has deep experience helping high-net-worth families/individuals, corporate executives, and charitable foundations navigate every corner of wealth preservation and growth. Before joining Robertson Stephens, Josh was a Managing […]
Shilpi Roy
Shilpi is an Analyst at Robertson Stephens, where she works closely with David Westbrook to manage the firm’s finance and reporting functions. With over 5+ years of experience in finance, accounting, and IFRS reporting, she brings a strong foundation of technical expertise and precision to her role. Before joining Robertson Stephens, Shilpi served as a […]
Steve Sears
Steve is a Senior Compliance Officer with supervisory oversight of the firm’s various activities and its branch locations. Steve has over 30 years of investment adviser and broker-dealer experience with leading firms including Charles Schwab, Morgan Stanley, and UBS. Most recently, Steve was a Vice President of Compliance at First Republic Securities Co., where he […]
Mukul Agarwal
Mukul is a Senior Vice President on the Finance Team at Robertson Stephens. Working with the CFO, he oversees all finance, accounting, reporting, treasury, and decision support activities. He has 11 years of experience in Finance Controllership, US GAAP/IFRS reporting, SOX 404, and Financial Planning & Analysis. Prior to joining Robertson Stephens, Mukul was the […]
Nageshwar Reddy
Nageshwar is an Associate on the Robertson Stephens Operations Team. With over 5 years of client service experience, he strives to build and optimize client servicing & operational efficiencies and to enhance a greater client experience. Prior to joining Robertson Stephens, Nageshwar worked as a dedicated Client Service Associate at Northern Trust. He worked with […]
Nithin Kumar
Nithin is an Associate at Robertson Stephens, specializing in performance reporting and business operations. With 5+ years of experience in the financial services industry. Nithin’s expertise lies in investment performance analysis and reporting, client reporting, and investment portfolio marketing services. Prior to joining Robertson Stephens, Nithin served as an Associate at Acuity Knowledge Partners (formerly […]
Pavan Kumar
Pavan is an Associate on the Finance Team at Robertson Stephens. He has 9 years of work experience and works with the CFO on finance, accounting, reporting, treasury, and decision support activities. Prior to joining Robertson Stephens, Pavan was the Senior Staff Accountant at Mresult Services Pvt Ltd (Ncheng LLP), a CPA firm, where he led the accounting […]
Charlie O’Brien
Charlie is an Associate on the Corporate Development Team at Robertson Stephens, where he helps drive business growth and establishes strategic partnerships. Before joining Robertson Stephens, Charlie spent five years building out RIA teams as a financial services headhunter at Robert Half. During his time there, he consulted with firms to uncover growth opportunities and spearheaded […]
Ben Weisel
Ben Weisel is an Associate at Robertson Stephens working with the Corporate Development Team. In his role, Ben helps drive business growth and develop strategic relationships. Before joining Robertson Stephens, Ben worked at Artisan Partners and Crescent Grove Advisors. Ben began his time at Artisan Partners in their rotational program, supporting client reporting and investment […]
Ian Marshall
Ian is an Associate at Robertson Stephens. He supports David Westbrook and Mike Curley in finance and compliance. Prior to joining Robertson Stephens, Ian was an administrator for Tiret + Company, CPAs in Daly City, California. He worked with accountants and tax preparers to set up electronic filings for tax returns, organized tax related documents, […]