Tamer Feb US CPI may not budge Fed, given tariff picture
Chief Economist Jeanette Garretty was quoted in Reuters discussing stagflation concerns and the Fed’s next moves. “This should end for a while anyway, stagflation concerns. The dominant concern in the market that started last week was economic growth and then you got stagflation concerns,” said Garretty. Read more here: https://bit.ly/3FnTMYd Disclosures Investment advisory services offered through Robertson Stephens […]
Robertson Stephens Appoints Esta Stecher as Board Advisor
Financial Advisory Firm Leverages Stecher’s Banking, Legal, and Investment Knowledge to Strengthen Board and Drive Growth as an Advisor SAN FRANCISCO, Feb. 12, 2025 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced the appointment of Esta Stecher as Board Advisor on its Board of Directors. With more than 30 years of experience in […]
Powell’s ‘Biggest Tell’ on Where Rates are Going
January 31, 2025 – Jeanette Garretty says the Fed was “very confident” after their decision to pause rate cuts this week. She says Powell’s “biggest tell” is his repeated mention that Fed policy is still restrictive and thinks they will cut again when they can. She discusses the potential economic impacts of the proposed tariffs. […]
Roberston Stephens Ends 2024 with $7.1 Billion in Assets, Marking 45% Annual Growth
SAN FRANCISCO, Jan. 16, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced that it ended 2024 with $7.1 billion in advisory assets under management, marking 45% growth over the preceding 12 months. Last year, Robertson Stephens completed five acquisitions, adding or increasing presences in the Chicago area, Connecticut, Oregon, and Colorado. “This was a […]
Robertson Stephens Named to Newsweek’s America’s Top Financial Advisory Firms 2025
Award recognizes the firm’s impact and commitment to delivering excellent client service. SAN FRANCISCO, Dec. 19, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), a $7 billion registered investment advisor, announced today that it has been named one of America’s Top Financial Advisory Firms 2025 by Newsweek and Plant-A Insights Group, which developed its list by […]
Robertson Stephens Opens 1st Office in Greater Chicago Area, Hits $7 Billion in AUM
CAFG Private Wealth joins Robertson Stephens, opens new office in North Barrington, IL. SAN FRANCISCO, October 8, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) is pleased to announce the acquisition of CAFG Private Wealth, a registered investment advisor managing over $240 million in assets and specializing in comprehensive financial planning and tax preparation. Tom Chernesky, founder […]
Robertson Stephens Adds Industry Veteran Mike Barnes as Head of Operations
Ellevest veteran brings additional depth to the management team, with expertise in building scalable platforms to enable growth and capacity San Francisco, CA – September 10, 2024 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), a rapidly growing national registered investment advisor (RIA) with over $6.5 billion in AUM, has named Mike Barnes as Head […]
WEALTHTALK – Building A Business Through Intelligent Acquisition, Organic Growth
CEO Raj Bhattacharyya appeared on WealthTalk by Family Wealth Report discussing the firm’s strategy, growth, and approach to mergers and acquisitions. Watch the full episode here: https://tinyurl.com/562eaar7
Robertson Stephens Opens 3rd Office in Colorado
Ratio Wealth Group joins Robertson Stephens, opens new office in Denver. SAN FRANCISCO, July 30, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) announced its fourth acquisition of 2024 and strategically expanded its presence in Colorado with the addition of Ratio Wealth Group, an SEC-registered investment advisor managing over $530 million in advisory assets. Derek Scarth and […]
Robertson Stephens Opens 1st Office in Oregon, Hits $6 Billion in Client Assets
Rain Capital joins Robertson Stephens, opens new office in Portland, OR SAN FRANCISCO, July 9, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has strategically expanded its presence in the Pacific Northwest by partnering with Rain Capital, an SEC-registered investment advisor managing over $360 million in advisory assets. David Reichle and Ellen Kim, co-founders of Rain Capital, […]
Robertson Stephens Strengthens Presence in Colorado
Three Points Financial joins Robertson Stephens, opens new office in Colorado Springs SAN FRANCISCO, May 16, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has further strengthened its presence in Colorado by welcoming Three Points Financial, an SEC-registered investment advisor managing about $118 million in advisory assets. Mary Alpers, founder of Three Points Financial, joins Robertson Stephens as […]
Robertson Stephens Named Among USA TODAY’s Best Financial Advisory Firms in 2024
San Francisco, April 30, 2024 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), a national boutique wealth management firm that manages more than $5.4 billion in client assets, is proud to announce that it has been named to USA Today’s Best Financial Advisory Firms in 2024. “For two consecutive years, we are proud to have earned […]