Mukul Agarwal
Mukul is a Senior Vice President on the Finance Team at Robertson Stephens. Working with the CFO, he oversees all finance, accounting, reporting, treasury, and decision support activities. He has 11 years of experience in Finance Controllership, US GAAP/IFRS reporting, SOX 404, and Financial Planning & Analysis. Prior to joining Robertson Stephens, Mukul was the […]
Nageshwar Reddy
Nageshwar is an Associate on the Robertson Stephens Operations Team. With over 5 years of client service experience, he strives to build and optimize client servicing & operational efficiencies and to enhance a greater client experience. Prior to joining Robertson Stephens, Nageshwar worked as a dedicated Client Service Associate at Northern Trust. He worked with […]
Nithin Kumar
Nithin is an Associate at Robertson Stephens, specializing in performance reporting and business operations. With 5+ years of experience in the financial services industry. Nithin’s expertise lies in investment performance analysis and reporting, client reporting, and investment portfolio marketing services. Prior to joining Robertson Stephens, Nithin served as an Associate at Acuity Knowledge Partners (formerly […]
Pavan Kumar
Pavan is an Associate on the Finance Team at Robertson Stephens. He has 9 years of work experience and works with the CFO on finance, accounting, reporting, treasury, and decision support activities. Prior to joining Robertson Stephens, Pavan was the Senior Staff Accountant at Mresult Services Pvt Ltd (Ncheng LLP), a CPA firm, where he led the accounting […]
Greg Halzack
Greg is a Vice President at Robertson Stephens, working in the Performance Analysis and Client Reporting team at the New York office. With over 10 years of experience in the wealth management industry, Greg has developed expertise in performance analysis and client reporting solutions. Greg began his career at Morgan Stanley, specializing in customized solutions […]
Bruce Stewart
Bruce is the Head of Family Office at Robertson Stephens. He brings over 25 years of experience in building and advising single-family offices, as well as serving as an outsourced chief investment officer. In this role, he will develop a practice designed for families with more sophisticated needs than those typically addressed by traditional multi-family offices. Prior to Robertson Stephens, Bruce […]
Mike Barnes
Mike is a Managing Director and Head of Operations at Robertson Stephens. He is responsible for overseeing all operational aspects of the firm, including client onboarding, account management, and transaction processing. Mike has nearly 20 years of operations leadership experience in the financial services industry. Prior to joining Robertson Stephens, Mike was Head of Financial Operations for […]
Kartikay Pathak
Kartikay is an Analyst in the Investment Office at Robertson Stephens. Before joining Robertson Stephens, he served as an Equities Management Associate in the Global Banking & Markets division at Goldman Sachs, providing comprehensive support to Asia Equities Traders. Kartikay began his career as a Financial Analyst at JP Morgan, contributing to the Global Finance […]
Charlie O’Brien
Charlie is an Associate on the Corporate Development Team at Robertson Stephens, where he helps drive business growth and establishes strategic partnerships. Before joining Robertson Stephens, Charlie spent five years building out RIA teams as a financial services headhunter at Robert Half. During his time there, he consulted with firms to uncover growth opportunities and spearheaded […]
Ben Weisel
Ben Weisel is an Associate at Robertson Stephens working with the Corporate Development Team. In his role, Ben helps drive business growth and develop strategic relationships. Before joining Robertson Stephens, Ben worked at Artisan Partners and Crescent Grove Advisors. Ben began his time at Artisan Partners in their rotational program, supporting client reporting and investment […]
Patty Wanandi
Patty is a Senior Vice President at Robertson Stephens. Patty is responsible for Robertson Stephens’ marketing and branding efforts. Prior to joining Robertson Stephens, Patty was based in Jakarta, Indonesia as an Assistant Vice President at a family office, PT. Gemala Sarana Wiyata. Previously, Patty was an associate at Belstar Group, a hedge fund in […]
Mahir Vora
Mahir is a Managing Director and Principal in the Investment Office at Robertson Stephens. Mahir has over 25 years of experience as an investor, wealth management product specialist and investment banker. Most recently, Mahir was a founding member of a new distressed debt strategy at TCW. Prior to that, Mahir was a Managing Director at […]