Joel Helzer, CFP®, CRPC®
Joel Helzer, CFP®, CRPC®, is a Senior Vice President with Robertson Stephens Wealth Management, LLC in Colorado Springs. Joel brings more than 13+ years of experience in the financial services industry to Robertson Stephens Wealth Management, LLC. Prior to joining Robertson Stephens Wealth Management, LLC, Joel spent his career at T. Rowe Price, where he began working directly with individual […]
Josh Young, CFP®
Josh is a Managing Director and Principal at Robertson Stephens Wealth Management, LLC. He works closely with his clients to build trust and deliver comprehensive investment and wealth management solutions. Josh has deep experience helping high-net-worth families/individuals, corporate executives, and charitable foundations navigate every corner of wealth preservation and growth. Before joining Robertson Stephens Wealth […]
Sean Lane
Sean is a Vice President at Robertson Stephens Wealth Management, LLC, where he provides hands-on wealth planning support, portfolio oversight, tax integration, and a highly personalized client experience. With more than 15 years of experience in wealth management and financial planning, Sean is known for his ability to listen carefully, understand each client’s unique priorities, […]
Adam Robertson
Adam is an Associate at Robertson Stephens Wealth Management, LLC’ Bellevue, WA office. He works with the Managing Director and Principal Michael Ridgeway, along with Vice President Eli Ince, PhD, CFA. Together, they use their combined 50+ years of industry experience to provide an institutional-grade wealth management experience. Adam brings 10+ years of custodial expertise to […]
Eli Ince, PhD, CFA
Eli Ince is a Vice President at Robertson Stephens Wealth Management, LLC and a member of the Bellevue, Washington team alongside Michael Ridgeway and Adam Robertson. He works with high-net-worth and ultra-high-net-worth individuals and families, helping them navigate investment strategy, wealth planning, and complex financial decisions. Eli brings more than thirteen years of experience in investment management, financial […]
Morgan Ostos
Morgan is an Associate at Roberston Stephens, where she works with Pam Friedman, CFP®, CDFA® & Abril Espinoza, ChFC®, CDS®, to offer clients personalized investment management and financial planning guidance. Prior to joining Robertson Stephens Wealth Management, LLC, Morgan served as a Senior Manager in Consulting at PricewaterhouseCoopers (PwC). In this role, she helped global […]
Sam Sullivan
Sam Sullivan is a Vice President at Robertson Stephens Wealth Management, LLC 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 Wealth Management, LLC, Sam spent more than a decade in senior leadership roles across […]
Hunter Norte, CFA®
Hunter Norte is a Vice President at Robertson Stephens Wealth Management, LLC 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 […]
Megan Grandmaison, MBA
Megan Grandmaison is the Vice President of Client Service at Robertson Stephens Wealth Management, LLC, 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 […]
Richard Lewis, AIF®
Richard Lewis, AIF® is a Managing Director and Principal of Robertson Stephens Wealth Management, LLC 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 […]
Carol Nulman
Carol Nulman is a Managing Director and Principal of Robertson Stephens Wealth Management, LLC 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 […]
Charles Simmonds
Charles Simmonds is an Associate at Robertson Stephens Wealth Management, LLC 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 […]