Leah Hokenson, J.D.
Leah is a Principal and Managing Director at the Robertson Stephens Wealth Management, LLC 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 […]
Courtney Kelly
Courtney is a Vice President at Robertson Stephens Wealth Management, LLC 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 Wealth Management, LLC, Courtney served as Director of […]
Matthew Parrish
Matthew recently joined Robertson Stephens Wealth Management, LLC 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 […]
Tom Chernesky, CFP®
Tom is Managing Director and Principal in the Robertson Stephens Wealth Management, LLC 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 […]
John Dorn, CFP®, CPA
John is a Senior Vice President in the Robertson Stephens Wealth Management, LLC 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 Wealth Management, LLC, […]
Megan Mikusa
Megan is a Vice President at Robertson Stephens Wealth Management, LLC 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 Wealth Management, LLC, Megan was the Client Service Coordinator at CAFG Private […]
Dan Zarzynski, CFP®
Dan is a Vice President and financial advisor in the Robertson Stephens Wealth Management, LLC North Barrington office. As a Certified Financial Planner®, Dan works collaboratively with clients to deliver comprehensive wealth plans to help them achieve peace-of-mind on their full financial picture. Dan blends his technical expertise with a deep, client-focused approach, building trusted relationships […]
Michael Zaninovich
Michael is a Principal and Managing Director at Robertson Stephens Wealth Management, LLC and has managed institutional and individual portfolios for 27 years. Together with Jeanette Garretty and Danny Rozansky, Michael advises Robertson Stephens Wealth Management, LLC’ clients in the US and Europe on capital markets, multi-asset class portfolios, hedging and manager due diligence. Prior […]
Kapril Wooley
Kapril is a Vice President at Robertson Stephens Wealth Management, LLC 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 Wealth Management, LLC, Kapril was at First Republic Bank as part of the bank’s Treasury […]
Jack Donnelly
Jack is an Analyst at Robertson Stephens Wealth Management, LLC working with Erik Boe, Julie Steinman, CFP®, Eric Kiel, Jack Gilligan, CFA, Kelly Woodward, and Michael Ridgeway. He is a part of the Sun Valley, Idaho-based team serving the wealth management needs of individuals and families in the Northwest and throughout the country. Jack works […]
Kelly Woodward
Kelly is a Vice President at Robertson Stephens Wealth Management, LLC. 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 Wealth Management, […]
Michelle Williamson
Michelle is a Vice President and Office Manager in the Robertson Stephens Wealth Management, LLC Colorado Springs office. She has been working with Mary Alpers since 2007 and is responsible for helping to onboard new clients, setting up new accounts, and maintaining client accounts across platforms. Prior to joining Robertson Stephens Wealth Management, LLC, Michelle […]