Ellen Kim
Ellen is a Managing Director and Principal in Robertson Stephens Portland office. Ellen’s financial industry background has been broad and deep spanning more than 20 years. She has worked with both high net worth and ultra high net worth families in a number of different roles – including advisory, financial planning, analytics and performance measurement. […]
Eric Kiel
Eric is a Vice President at Robertson Stephens. Together with Erik Boe, Julie Steinman, CFP®, Brian Post, CFA and Kelly Woodward, Eric is a part of the Sun Valley, Idaho-based team serving the wealth management needs of high and ultra-high net worth clientele in the Northwest and throughout the country. Prior to joining Robertson Stephens, […]
Nancy Kimball
Nancy is an Associate at Robertson Stephens’ Denver office. She thrives on ensuring the Denver team is prepared for all its client’s needs in and out of the office. Before Robertson Stephens, Nancy was an Executive Assistant at Ratio Wealth Group. She has a long career in advertising sales, where she worked for Blair Television […]
Thomas Hagerstrom
Tom is a Managing Director and Principal and Robertson Stephens. With over 30 years of experience in the financial services industry, he assists high-net-worth and ultra-high-net-worth clients accumulate, manage, and apply their financial and human capital resources to achieve their spending, legacy and charitable goals. He believes each client’s goals, objectives, resources, and constraints are […]
Jack Gilligan, CFA®
Jack is a Senior Vice President at Robertson Stephens. Together with Erik Boe, Julie Steinman, CFP®, Eric Kiel, Brian Post, CFA and Kelly Woodward, Jack is a part of the Sun Valley, 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 […]
Graham C. Gerlach, CFP®, AEP®
Graham is a Managing Director and Principal at the Robertson Stephens Denver office. He works with high-net-worth and ultra-high-net-worth individuals and families to implement customized multi-generational wealth solutions. Graham is also a Co-Founder and Chief Revenue Officer of Inclined Technologies, a SaaS software company focused on driving better long-term outcomes for whole life policyholders. Graham […]
Luz Garcia
Luz is an Associate in the Robertson Stephens Portland office. Luz has more than 20 years of service-related experience in the investment management industry. Prior to Robertson Stephens, Luz was a Senior Client Service Specialist at Rain Capital. At Rain Capital, she supported the daily operations of all client accounts and interacted with service providers. […]
Brandon Frye, CFP®
Brandon Frye is a Senior Vice President at Robertson Stephens in the Boston Office. With David Matias, he advises clients on financial planning, fixed income strategies, and portfolio management. He is deeply passionate about helping clients achieve their financial goals, starting with small life changes. Prior to joining Robertson Stephens, Brandon was the Director of […]
Pam Friedman, CFP®, CDFA®
Pam Friedman, CFP®, CDFA®, is a Managing Director and Principal at Robertson Stephens. She has nearly 30 years of financial planning and investment experience. Prior to joining Robertson Stephens, Pam was a co-founder of Silicon Hills Wealth Management and founder of Divorce Planning of Austin. She previously worked in both New York and London at […]
Josh Freedman, CFA®
Josh is a Managing Director at Robertson Stephens Denver office. After more than 30 years in the finance industry, he has seen many different investment strategies employed by multiple firms. He believes that the holistic approach, investment philosophy, and the services our team provides are the best way to ensure clients’ financial well-being and peace […]
Abril Espinoza, ChFC®, CDS®
Abril is an Associate at Robertson Stephens, where she supports Pam Friedman in offering clients personalized and comprehensive financial services and investment strategies. Before joining Robertson Stephens, Abril served as a Research and Teaching Assistant at the Center for Financial Responsibility at Texas Tech University. She also served as the Director of Financial Services at […]
David Ebbins
David is a Vice President at Robertson Stephens. David is responsible for the delivery and execution of important information, strategies, technology, and client services, working alongside Frank Corrado, CPA, CFP®, RLP, Frankie Corrado, CFP®, RLP, and Kevin Talty, CFP®, EA. David is a seasoned organizational leader and manager, with a background in instructional technology and […]