Pam Friedman, CFP®, CDFA®
Pam Friedman, CFP®, CDFA®, is a Managing Director and Principal at Robertson Stephens. She has over 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 […]
Avi Deutsch
Avi Deutsch is a Managing Director and Principal at Robertson Stephens in the New York City office where he advises on portfolio management, comprehensive wealth planning, and social impact investing. Avi especially enjoys working with business owners, executives with equity-based compensation, and people who appreciate clear communication, empathetic guidance, and intentional decision-making. Before joining Robertson […]
Joe Delaney, RLP®
Joe is a Managing Director and Principal at Robertson Stephens. With over four decades of unwavering dedication to the financial industry, he has emerged as a seasoned veteran in the field of wealth management and financial planning. Joe’s journey from a Big 4 CPA to becoming the founder of Lifeguard Wealth, a registered investment advisor, […]
Frankie Corrado, CFP®, RLP®
Frankie is a Principal and Managing Director at Robertson Stephens. Alongside his father, Frank Corrado, CPA, CFP®, RLP® and Kevin Talty, CFP®, EA, Frankie guides clients towards peace of mind and the freedom that comes from financial security in a comprehensive plan. As a Certified Financial Planner™, Frankie combines his technical finance experience with authentic […]
Dane Colin
Dane is an Associate at Robertson Stephens. He works with Danny Rozansky, Jeanette Garretty, Michael Zaninovich and Raymond Lang, helping them to ensure high net worth and ultra high net worth clients have the best experience possible. This includes helping to onboard new clients and set up new accounts as well as maintain client accounts […]
Yvette Clark
Yvette H. Clark is a Client Service Manager, VP in the Santa Rosa office. She brings over 25 years of experience in supporting the firm’s client reporting, client communications, and business development efforts. Yvette works with Rick Tasker, Managing Director and Principal, along with Elizabeth Barrett, Investment Advisor Representative, Associate. Prior to joining Robertson Stephens, […]
Diana Cason
Diana is a Vice President at Robertson Stephens. Diana brings over 20 years of experience in market development and expansion, and 10 years in the financial services industry. She works in new client acquisitions, client retention, and client relations. She is passionate about service-based client relations as a critical part of the business model. Prior […]
Tom Bruno
Tom Bruno is a Managing Director and Principal of Robertson Stephens. Located in Jackson, Wyoming and with 20 years of experience in the financial services industry, he works with high-net-worth clients, assisting them in effectively managing their wealth by identifying each client’s unique goals then implementing custom, comprehensive wealth plans to help accomplish those goals. […]
Annelise Bovet, CFP®
Annelise is a Vice President at Robertson Stephens in the Houston office. She has over 25 years of experience in wealth management. Prior to joining Robertson Stephens, she was Senior Client Service Officer at Collaboration Capital, LLC, an investment advisory practice predicated on ESG principles and the power of for-profit enterprise to solve for complex, […]