Karen McClintock, CFA®, CIC
Karen is a Principal and Managing Director at Robertson Stephens Wealth Management, LLC. 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 […]
Wendy Maroun
Wendy is an Associate in the Robertson Stephens Wealth Management, LLC Portland office. Wendy brings more than 25 years of experience to the operations role. Prior to Robertson Stephens Wealth Management, LLC, Wendy was a Senior Client Service Specialist at Rain Capital. She was charged with managing the daily operations of all client accounts and […]
David Matias, MS, CPA
David Matias is a Managing Director at Robertson Stephens Wealth Management, LLC in the Boston office. With the Boston team, he advises on a range of financial and life needs, including portfolio management, legacy creation, and social impact investing. David especially enjoys working with families looking to plan multi-generational wealth preservation and transfer while developing […]
Jialin Liu
Jialin is an analyst at Robertson Stephens Wealth Management, LLC, working in advising ultra-high net worth clients in the areas of retirement planning, tax planning, and estate planning. She also supports the team in operations, account maintenance, and client services. Previously, Jialin worked at LFS Wealth Advisors as a paraplanner and financial analyst in San […]
Matthew Lau, CFP®, EA
Matt is a Managing Director at Robertson Stephens Wealth Management, LLC. He uses a holistic approach to advise high-net-worth individuals by coordinating strategies in financial planning, investment management, tax planning, and estate planning. Prior to joining Robertson Stephens Wealth Management, LLC, Matt spent eight years at LFS Wealth Advisors in the San Francisco Bay Area […]
John Lau, CPA, CFP®
John is a Principal and Managing Director at Robertson Stephens Wealth Management, LLC’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in helping individuals and families navigate the financial complexities of retirement through Retirement Income Architecture™, a comprehensive methodology he developed that coordinates investment management, tax planning, retirement […]
Helen Lau
Helen is a Senior Vice President at Robertson Stephens Wealth Management, LLC. She works with John Lau and his team in the San Ramon/Burlingame office. She works with both individual and small businesses with tax preparation and tax planning as well as audit representation with the IRS and Franchise Tax Board. Prior to joining Robertson […]
Keith Larkin
Keith is a Managing Director and Principal at Robertson Stephens Wealth Management, LLC. With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are […]
Christopher L. Knapp
Chris has over 36 years experience as investment advisor and entrepreneur. He began his career at Brown Brothers Harriman in New York, later co-founding and serving as CEO for Chilton Capital Management in Houston. Prior to joining Robertson Stephens Wealth Management, LLC Chris founded and served as CEO for Collaboration Capital, an investment advisory practice […]
Ellen Kim
Ellen is a Managing Director and Principal in Robertson Stephens Wealth Management, LLC 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 […]
Eric Kiel
Eric is a Vice President at Robertson Stephens Wealth Management, LLC. 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 […]
Nancy Kimball
Nancy is an Associate at Robertson Stephens Wealth Management, LLC’ 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 Wealth Management, LLC, Nancy was an Executive Assistant at Ratio Wealth Group. She has a long career in advertising sales, […]