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 Wealth Management, LLC. 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 […]
Tom Bruno
Tom Bruno is a Managing Director and Principal of Robertson Stephens Wealth Management, LLC. 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 […]
Annelise Bovet, CFP®
Annelise is a Vice President at Robertson Stephens Wealth Management, LLC in the Houston office. She has over 25 years of experience in wealth management. Prior to joining Robertson Stephens Wealth Management, LLC, she was Senior Client Service Officer at Collaboration Capital, LLC, an investment advisory practice predicated on ESG principles and the power of […]
Erik R. Boe
Erik is a Managing Director and Principal at Robertson Stephens Wealth Management, LLC. 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 […]
John Bernabei, CFP®
John Bernabei is a Principal and Managing Director at Robertson Stephens Wealth Management, LLC 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 Wealth […]
Daniel Arcos, CFA®, CFP®
Daniel is a Managing Director at Robertson Stephens Wealth Management, LLC. 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 […]
Mary Alpers, CFP®, EA, MBA
Mary Alpers, CFP®, EA, MBA, is Managing Director and Principal of the Robertson Stephens Wealth Management, LLC 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 […]
Chris Abbruzzese
Chris is a Senior Vice President in the Robertson Stephens Wealth Management, LLC 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 Wealth Management, LLC, Chris co-founded Rain Capital and was the firm’s Chief Investment Officer. He was […]