Derek J. Scarth
Derek is a Managing Director and Principal at the Robertson Stephens Denver office. Derek wants individuals and families to know that he and his team take tremendous pride in providing confidence and harmony around estate and financial objectives. He understands that assets are only valuable as part of a prearranged mosaic and is truly dedicated […]
Meghan Rump, CFP®, CRPC®
Meghan is the Managing Director and Principal of the Robertson Stephens Westport office. She brings nearly two decades of experience in financial services and wealth management to the team, as well as a background in client service. Working alongside Bill, Meghan focuses on providing clients with high-touch service and thoughtful advice. Prior to Robertson Stephens, […]
Danny Rozansky
Danny is a Principal and Managing Director at Robertson Stephens. Together with Jeanette Garretty and Michael Zaninovich, Danny advises high net worth and ultra-high net worth individuals, senior executives and their families on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Danny has more […]
Anne Robertson
Over the past 25 years Anne Robertson has developed proposals and increasingly effective strategies to obtain revenue for several large non-profits, and socially responsible businesses. Among other duties, she has also chaired major fundraising events for many influential entities, and when combined, has raised well over one million dollars to help their critical efforts. One […]
Michael Ridgeway
Michael is a Managing Director and Principal at Robertson Stephens. Michael advises high net worth individuals/families, senior executives and business owners on a wide range of wealth management issues including risk allocation strategies, financial planning, business exit planning / generational wealth transfer. Michael draws on his 30+ years of professional investment and capital markets experience […]
David Reichle
David is a Managing Director and Principal in the Robertson Stephens Portland office. David’s portfolio management and advisory experience spans more than 25 years and he brings a seasoned perspective to portfolio construction and practice management. Prior to Robertson Stephens, David co-founded Rain Capital. He was the Chief Portfolio Strategist and was responsible for the […]
Brian W. Post, CFA®
Brian is a Managing Director at Robertson Stephens. Together with Rick Polenske, Brian is a part of the Boise, Idaho-based team serving the wealth management needs of high and ultra-high net worth clientele in the Northwest and throughout the country. In addition to his wealth management advisory work, Brian has over 15 years of experience […]
Rick Polenske, CFP®, CTFA®
Rick Polenske, CFP, CTFA, is a Principal and Managing Director at Robertson Stephens. Rick provides comprehensive wealth management solutions to clients including, but not limited to, retirement and cash flow planning, institutional quality investment and risk management implementation, tax and estate planning, and philanthropic strategies. Rick has over 30 years of experience helping individuals and […]
Zack Perry, CFA®
Zack is Managing Director in the Investment Office at Robertson Stephens. Previously, he was Co-CIO and a Partner at Vine Street Wealth Management with John Bernabei. Prior to starting Vine Street, Zack spent 19 years at several investment management firms. The first 13 years were at Franklin Templeton, where he spent 10 years running a successful small cap product […]
Jen Padgett
Jen is a Vice President at Robertson Stephens Denver Office. Jen brings over a decade of experience driving productive collaboration between both internal and external stakeholders across multiple industries. As [title], she loves tackling complex situations and making them easier for all parties involved to navigate. It is important to her that clients feel like they […]
Becky Neils, CFP®
Becky is a Vice President at Robertson Stephens Denver office. Everything she does is meant to help clients understand their overall financial picture and help them toward their goals. She wants to get to know the clients and understand what is important to them. Prior to Robertson Stephens, Becky was a Senior Financial Planner at […]
Karen McClintock, CFA®, CIC
Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundation boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies, and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, […]