Hunter Norte, CFA®
Hunter Norte is a Vice President at Robertson Stephens where he serves as the Portfolio Manager for the team. He specializing in security analysis, portfolio construction, risk management, and trading. He brings extensive experience in global capital markets to his role. Hunter’s career began at Wells Fargo in credit markets, navigating the complexities of the […]
Megan Grandmaison, MBA
Megan Grandmaison is the Vice President of Client Service at Robertson Stephens, where she leads the team through all stages of client engagement. She’s instrumental in assisting clients with new accounts, money movement, operations, charitable gifting, and family office services. With over a decade of experience in customer service and more than five years as […]
Richard Lewis, AIF®
Richard Lewis, AIF® is a Managing Director and Principal of Robertson Stephens Rhode Island office. Richard has more than 8 years of experience in the financial service industry, specializing in financial planning. He works closely with Start-Up founders, corporate executives, and multi-generational families. He enjoys helping to plan for retirement and finding solutions for lifetime […]
Carol Nulman
Carol Nulman is a Managing Director and Principal of Robertson Stephens Rhode Island office. Carol has more than twenty-five years of experience in the financial service industry. Her career began at Lehman Brothers Kuhn Loeb where she cultivated a strong client base of high-net-worth individuals and institutional clients. She further expanded these relationships at Wertheim […]
New York – Nulman
Our Offices New York, NY – Nulman Contact US 810 7th Avenue, Suite 1700 New York, NY 10019 (401) 537-1021 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Multigenerational wealth planning Retirement planning Customizable portfolio investments Estate & philanthropic planning Corporate Executives, Entrepreneurs, Start Up Executives Let’s Talk Serving high-net-worth and ultra-high-net-worth individuals and families The […]
South Kingstown, RI
Our Offices South Kingstown, RI Contact US 50 South County Commons Way, Unit E6 South Kingstown, RI 02879 (401) 537-1021 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Multigenerational wealth planning Retirement planning Customizable portfolio investments Estate & philanthropic planning Corporate Executives, Entrepreneurs, Start Up Executives Let’s Talk Serving high-net-worth and ultra-high-net-worth individuals and families The […]