Jack Seavall
Jack is an Analyst at Robertson Stephens Wealth Management, LLC Denver office. He has a passion for helping people and working hard. And he enjoys employing this passion to help clients reach their financial goals. He is a firm believer that in life, everyone needs a little guidance, direction, and help. Prior to Robertson Stephens […]
Derek J. Scarth
Derek is a Managing Director and Principal at the Robertson Stephens Wealth Management, LLC 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 […]
Meghan Rump, CFP®, CRPC®
Meghan is the Managing Director and Principal of the Robertson Stephens Wealth Management, LLC 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 […]
Danny Rozansky
Danny is a Principal and Managing Director at Robertson Stephens Wealth Management, LLC. Together with 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 Wealth Management, LLC. Operating out of the Downtown Bellevue, Washington office, Michael works with Dr. Eli Ince, PhD, CFA and Adam Robertson to advise and support high net worth individuals/families, senior executives, and business owners on a wide range of wealth management issues, including risk […]
David Reichle
David is a Managing Director and Principal in the Robertson Stephens Wealth Management, LLC 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 Wealth Management, LLC, David co-founded Rain Capital. He was the Chief Portfolio […]
Brian W. Post, CFA®
Brian is a Managing Director at Robertson Stephens Wealth Management, LLC. 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 […]
Rick Polenske, CFP®, CTFA®
Rick Polenske, CFP, CTFA, is a Principal and Managing Director at Robertson Stephens Wealth Management, LLC. 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 […]
Zack Perry, CFA®
Zack is Managing Director in the Marin Office at Robertson Stephens Wealth Management, LLC. 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 […]
Jen Padgett
Jen is a Vice President at Robertson Stephens Wealth Management, LLC 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 […]
Becky Neils, CFP®
Becky is a Vice President at Robertson Stephens Wealth Management, LLC 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 Wealth Management, LLC, Becky […]