Sam Sullivan
Sam Sullivan is a Vice President at Robertson Stephens in the Westport, CT office, where he partners with individuals, families, and entrepreneurs to deliver customized wealth management strategies aligned with their long-term financial goals. Before joining Robertson Stephens, Sam spent more than a decade in senior leadership roles across sports marketing, sponsorship strategy, and experiential […]
Charles Simmonds
Charles Simmonds is an Associate at Robertson Stephens who supports Team Westport through client onboarding, account management, and operational oversight. He oversees cash movement, trade execution, and custodian relationships while ensuring compliance and smooth day-to-day account maintenance. In this role, Charles helps deliver an exceptional client experience and contributes to the firm’s commitment to service and excellence. Before joining […]
Westport, CT
Our Offices Westport, CT Contact US 61 Jesup RoadWestport, CT 06880 (203) 635-5260 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Investment Management Estate, Tax, and Insurance Planning Philanthropy Lifestyle and Administrative Needs Let’s Talk Serving high-net-worth and ultra-high-net-worth individuals and families The Robertson Stephens Westport office believes wealth management is more than just investments – […]
Kapril Wooley
Kapril is a Vice President at Robertson Stephens and in her role she works cross-functionally to offer personalized and comprehensive wealth management solutions for high net worth and ultra-high net worth clients. Prior to joining Robertson Stephens, Kapril was at First Republic Bank as part of the bank’s Treasury team. Previously she was a Senior […]
William Thrush
Bill is the Managing Director and Principal of the Robertson Stephens Westport office. With over 15 years of experience in the financial services industry and a deep entrepreneurial background, Bill is committed to providing clients personalized service and thoughtful investment advice. He specializes in developing and managing of financial strategies for private business owners and […]
Meghan Rump, CFP®, CRPC®
Meghan is the Managing Director and Principal of the Robertson Stephens Westport office. She brings nearly two decades of experience in financial services and wealth management to the team, as well as a background in client service. Working alongside Bill, Meghan focuses on providing clients with high-touch service and thoughtful advice. Prior to Robertson Stephens, […]