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 […]
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 […]
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 […]
Leah Hokenson, J.D.
Leah is a Principal and Managing Director at the Robertson Stephens New York City office. Leah has a particular interest in art and advises artists, creatives, and collectors on wealth management. She believes that wealth can be used to form a more equitable, conscious world. She works with families, estates, trusts, and foundations to represent […]
Courtney Kelly
Courtney is a Vice President at Robertson Stephens in the New York Office. She supports Avi Deutsch in providing an outstanding client experience. Courtney especially enjoys working with clients on complex financial planning initiatives and ensuring exceptional service delivery throughout the advisory relationship. Prior to joining Robertson Stephens, Courtney served as Director of Professional Services at Altera Digital Health, […]
Matthew Parrish
Matthew recently joined Robertson Stephens as an Analyst, marking his first professional role after graduating from Georgetown University with a Bachelor of Science in Foreign Studies. With a strong foundation in global economics, international relations, and technology policy, he is passionate about applying his academic expertise to the financial and strategic challenges at Robertson Stephens. […]
Tom Chernesky, CFP®
Tom is Managing Director and Principal in the Robertson Stephens North Barrington office. Tom has been in the financial planning and investment advising business for over 30 years. Tom is particularly adept at working with clients going through or expecting to go through major life transitions such as the death of a spouse, divorce, care […]
John Dorn, CFP®, CPA
John is a Senior Vice President in the Robertson Stephens North Barrington office. As a wealth advisor, he works with our high-net-worth clients and business owners to determine their financial position and the importance of developing a sound financial plan with targeted strategies and solutions. Prior to Robertson Stephens, John joined CAFG Private Wealth in 2013 as […]
Megan Mikusa
Megan is a Vice President at Robertson Stephens North Barrington office. She delivers exceptional service and genuinely cares for our clients. Megan builds strong relationships, manages a diversity of tasks, and has strong attention to detail. Prior to Robertson Stephens, Megan was the Client Service Coordinator at CAFG Private Wealth. With a strong focus on […]