Sun Valley, ID
Our Offices Sun Valley, Id Contact US 675 Sun Valley RdSuite GKetchum, ID 83340 (208) 506-7300 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Comprehensive Wealth Management Family Office and Generational Wealth Transfer Tailored Private and Public Markets Portfolio Management Liquidity Event Strategic Planning Philanthropic Planning Let’s Talk "*" indicates required fields Name* First Last PhoneEmail* […]
Kelly Woodward
Kelly is a Vice President at Robertson Stephens. She works with Erik Boe, Managing Director and Principal, along with Julie Steinman, CFP®, Brian Post, CFA, Eric Kiel and Michael Ridgeway, supporting them in all aspects of cultivating client relationships to provide a tailored client experience. Prior to joining Robertson Stephens, Kelly was a Client Service […]
Julie Steinman, CFP®
Julie is a Managing Director at Robertson Stephens. Together with Erik Boe, Eric Kiel, Brian Post, CFA and Kelly Woodward, she meets client needs by providing high-touch, personalized attention. As a CFP® professional her focus is on gaining a comprehensive understanding of the individuals and families she works with including their financial circumstances, family dynamics, […]
Eric Kiel
Eric is a Vice President at Robertson Stephens. Together with Erik Boe, Julie Steinman, CFP®, Brian Post, CFA and Kelly Woodward, Eric is a part of the Sun Valley, Idaho-based team serving the wealth management needs of high and ultra-high net worth clientele in the Northwest and throughout the country. Prior to joining Robertson Stephens, […]
Jack Gilligan, CFA®
Jack is a Senior Vice President at Robertson Stephens. Together with Erik Boe, Julie Steinman, CFP®, Eric Kiel, Brian Post, CFA and Kelly Woodward, Jack is a part of the Sun Valley, Idaho-based team serving the wealth management needs of high and ultra-high net worth clientele in the Northwest and throughout the country. In addition […]
Erik R. Boe
Erik is a Managing Director and Principal at Robertson Stephens. Together with Eric Kiel, Julie Steinman, CFP®, Brian Post, CFA and Kelly Woodward, he works closely with clients’ portfolio management needs and is committed to providing fully comprehensive wealth management solutions. Over the years Erik has sought to help high-net-worth families, charitable foundations and business […]
John Murray
John Murray is a Managing Director and Principal at Robertson Stephens. 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. Most recently, John […]