Matthew Lim
Matthew is a Vice President at Robertson Stephens Wealth Management, LLC. Matthew implements and develops business processes and strategies in order to provide high quality operational service to the firm’s clients and financial advisors. Key to his role, Matthew coordinates with advisors and custodians to support the on-boarding of new advisor teams, thus contributing to […]
Keith Larkin
Keith is a Managing Director and Principal at Robertson Stephens Wealth Management, LLC. With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are […]
Jeanette Garretty
Jeanette is a Principal and Managing Director at Robertson Stephens Wealth Management, LLC. For more than three decades, Jeanette has advised business leaders, entrepreneurs and wealthy families in the management of their personal financial needs, with a particular focus on unique market opportunities, strategic planning and philanthropy. With her colleagues throughout the firm, Jeanette engages […]
Theresa Everett
Theresa is a Vice President at Robertson Stephens Wealth Management, LLC. She is responsible for assisting the Central Operations Team and supports the Advisor Teams throughout the firm with various operations and onboarding requests. Prior to joining Robertson Stephens Wealth Management, LLC, Theresa spent over 25 years at Fidelity Investments. She worked on the retail […]
Joe Delaney, RLP®
Joe is a Managing Director and Principal at Robertson Stephens Wealth Management, LLC. With over four decades of unwavering dedication to the financial industry, he has emerged as a seasoned veteran in the field of wealth management and financial planning. Joe’s journey from a Big 4 CPA to becoming the founder of Lifeguard Wealth, a […]
David Westbrook
David Westbrook is the Chief Financial Officer at Robertson Stephens Wealth Management, LLC. He oversees all financial, treasury, accounting, real estate, risk and human resource activities. Prior to joining Robertson Stephens Wealth Management, LLC, David was the CFO at Rockefeller & Co., before its sale to Rockefeller Capital Management, a substantial multi-family office, wealth manager […]
John Murray
John Murray is a Managing Director and Principal at Robertson Stephens Wealth Management, LLC. He is involved with the strategic direction of the firm and responsible for partnering with advisors wanting to improve their client service and accelerate growth. John has over 25 years of experience in family office, venture capital and investment banking services. […]
Michael J. Curley, CFA®
Mike is the Chief Compliance Officer for Robertson Stephens Wealth Management, LLC, overseeing all matters relating to reputation and compliance management. Mike has over 25 years of investment advisor and broker-dealer experience with firms such as JP Morgan, Hambrecht & Quist and Thomas Weisel Partners. Most recently, Mike was Chief Compliance Officer with First Republic […]
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 Wealth Management, LLC 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 […]