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, […]
Frank Corrado, CPA, CFP®, RLP®
Frank is a Principal and Managing Director at Robertson Stephens. Together with his son Frankie Corrado, CFP®, RLP and Kevin Talty, CFP®, EA provides comprehensive financial life guidance to individuals, families and business entrepreneurs. Frank has more than 15 years of experience advising clients on a broad range of personal finance opportunities including cash management, […]
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, […]
Erik R. Boe
Erik is a Managing Director and Principal at Robertson Stephens. Together with Eric Kiel, Julie Steinman, CFP®, Brian Post, CFA and Kelly Woodward, he works closely with clients’ portfolio management needs and is committed to providing fully comprehensive wealth management solutions. Over the years Erik has sought to help high-net-worth families, charitable foundations and business […]
John Bernabei, CFP®
John Bernabei is a Principal and Managing Director at Robertson Stephens and located in San Francisco. Together with Zack Perry, John advises high net worth individuals on a wide range of wealth management solutions ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Prior to joining Robertson Stephens, John was a founding […]
Daniel Arcos, CFA®, CFP®
Daniel is a Managing Director at Robertson Stephens. Based in New York City, he advises individuals, families, and foundations on portfolio construction and other wealth management considerations. Prior to his current role as an advisor, Daniel was a member of the firm’s Investment Office and was instrumental in launching the group during Robertson Stephens’ early […]
Mary Alpers, CFP®, EA, MBA
Mary Alpers, CFP®, EA, MBA, is Managing Director and Principal of the Robertson Stephens Colorado Springs office. She has provided wealth planning, investment management and tax planning expertise to her clients for over 20 years. She works with high-net-worth individuals and families, including professional couples, women and widows, retirees, and small business owners. Prior to joining Robertson […]
Chris Abbruzzese
Chris is a Senior Vice President in the Robertson Stephens Portland office. Chris brings extensive experience in risk management, investment and operational due diligence, portfolio construction, investment strategy, and capital markets transactions. Prior to Robertson Stephens, Chris co-founded Rain Capital and was the firm’s Chief Investment Officer. He was also Director of Research and Analytics […]