Michael Zaninovich
Michael is a Principal and Managing Director at Robertson Stephens and has managed institutional and individual portfolios for 27 years. Together with Jeanette Garretty and Danny Rozansky, Michael advises Robertson Stephens’ clients in the US and Europe on capital markets, multi-asset class portfolios, hedging and manager due diligence. Prior to Robertson Stephens, Michael was a […]
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 […]
Jack Donnelly
Jack is an Analyst at Robertson Stephens 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 on the portfolio […]
Kelly Woodward
Kelly is a Vice President at Robertson Stephens. 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, Kelly was a Client Service […]
Michelle Williamson
Michelle is a Vice President and Office Manager in the Robertson Stephens 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, Michelle was an Office Manager and Manager […]
Chanda Wilcox
Chanda is Vice President at Robertson Stephens, supporting the Houston, Denver & Vail Valley offices as they serve their client’s unique financial planning and wealth management needs. She enjoys leveraging the Robertson Stephens financial technology tools to efficiently address client needs so that the team can focus their energy on adding value to the client […]
Dinah Wellington
As Vice President with Robertson Stephens, Dinah is responsible for client portfolio administration and office management within the firm’s Pasadena office. In this critical role, she handles a variety of administrative tasks including client reporting and meeting preparation, client relationship management, database maintenance, document retention and recordkeeping. She works closely with client CPAs for charitable […]
Ashley Watson
Ashley is a Vice President at Robertson Stephens. Ashley has more than 8 years of industry experience and works with John Murray, John Bernabei and Zack Perry to support high net worth individuals, ultra-high net worth individuals, senior executives and their families on a wide range of wealth management solutions. Prior to joining Robertson Stephens, […]
Shawn Wallace
Shawn is Managing Director and heads the pilot services at Robertson Stephens Denver office. Prior to Robertson Stephens, Shawn was Managing Director at Ratio Wealth Group. Shawn has been a dedicated planning agent for over seven years, focusing on the comprehensive insurance and investment needs of affluent clients throughout the country. He offers expertise in […]
J. Michael Tierney, Jr.
Mike Tierney is a Principal and Managing Director at Robertson Stephens. Mike acts primarily as an advisor to family offices as well as families who may be considering one. Those clients get the benefits of a family office without constructing one of their own. Mike’s practice is comprehensive in scope. While his business is anchored in […]
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 […]
Rick Tasker, GFS®, AIF®
Rick is currently Managing Director and Principal at Robertson Stephens, specializing in pension consulting. Most recently, Rick was the founder and president of Epoch Consulting Group, a Santa Rosa, California based fee-only registered investment advisory firm. Epoch provided pension consulting services to retirement plan sponsors and members of their retirement plans. Serving the retirement marketplace […]