Chanda Wilcox
Chanda is Vice President at Robertson Stephens Wealth Management, LLC, 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 Wealth Management, LLC financial technology tools to efficiently address client needs so that the team can focus their energy […]
Dinah Wellington
As Vice President with Robertson Stephens Wealth Management, LLC, 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 […]
Shawn Wallace
Shawn is Managing Director and heads the pilot services at Robertson Stephens Wealth Management, LLC Denver office. Prior to Robertson Stephens Wealth Management, LLC, 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 […]
J. Michael Tierney, Jr.
Mike Tierney is a Principal and Managing Director at Robertson Stephens Wealth Management, LLC. 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 […]
William Thrush
Bill is the Managing Director and Principal of the Robertson Stephens Wealth Management, LLC 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 […]
Rick Tasker, GFS®, AIF®
Rick is currently Managing Director and Principal at Robertson Stephens Wealth Management, LLC, 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 […]
Kevin Talty, CFP®, EA
Kevin is a Managing Director at Robertson Stephens Wealth Management, LLC where he provides financial life guidance alongside the rest of the Holmdel, NJ team. Kevin has been insatiably curious about people and their stories since studying and living in Europe for a year during his undergraduate program. With curiosity and the calling to help […]
Michael Stephens
Mike is a Vice President at Robertson Stephens Wealth Management, LLC. Mike’s responsibilities include onboarding new clients, move money, and supporting existing clients’ requests and needs. Prior to joining Robertson Stephens Wealth Management, LLC, Mike was an Operations Support advisor for LFS Wealth Advisors in Burlingame, CA. Previously, Mike worked for Hewlett Packard doing contracted […]
Julie Steinman, CFP®
Julie is a Managing Director at Robertson Stephens Wealth Management, LLC. Together with Erik Boe, Eric Kiel, Brian Post, CFA and Kelly Woodward, she meets client needs by providing high-touch, personalized attention. As a CFP® professional her focus is on gaining a comprehensive understanding of the individuals and families she works with including their financial […]
Jennifer Spence
Jen is a Vice President at Robertson Stephens Wealth Management, LLC. She leads the marketing efforts for the San Ramon and Burlingame offices, working directly with John Lau to define marketing strategies to promote growth and client engagement. Prior to joining Robertson Stephens Wealth Management, LLC, Jen was the Marketing Director at LFS Wealth Advisors […]
Lauren Sigman, CFP®
Lauren is a Principal and Managing Director at Robertson Stephens Wealth Management, LLC. She has over 32 years of experience in personal financial planning, divorce planning, finance and real estate. Prior to joining Robertson Stephens Wealth Management, LLC, she was a wealth manager and financial planner at All Season Financial Advisors for 17 years. Early in […]
Janet Shetty, CFP®
Janet is an Associate at Robertson Stephens Wealth Management, LLC in the Boston Office. She supports David Matias and Brandon Frye in providing clients with a superb client experience. Prior to joining Robertson Stephens Wealth Management, LLC, Janet was a Client Services Associate at Vodia Capital, a boutique wealth management firm in Lincoln, Massachusetts, supporting […]