James Everitt
James Everitt is an Analyst working with Jeanette Garretty and John Murray. He is part of the corporate services team, assisting with client reporting, advisor analytics, and growth insights. He helps translate the firm’s data into the dashboards, reviews, and analysis that help advisors deliver better outcomes for clients. Before joining Robertson Stephens, James worked at Goalvest […]
Zack Cox
Zack Cox is a Senior Vice President at Robertson Stephens on the Technology and Operations team. He brings 12 years of experience across wealth management operations, investment oversight, and technology consulting, with a focus on building scalable infrastructure that enhances advisor and client experience. Prior to joining Robertson Stephens, Zack was Director of Operations at […]
Kiarra Coke
Kiarra Coke is an Operations Associate at Robertson Stephens. She brings over five years of experience in the financial services industry, fully supporting both clients and advisors across onboarding, account maintenance, and operational service requests. Kiarra began her career at Fidelity Investments, where she developed a strong foundation in financial services while supporting clients across a range […]
Evan Small
Evan Small is an Analyst on the Corporate Development Team at Robertson Stephens. In his role, he helps drive business growth and develop strategic relationships. Before joining Robertson Stephens, Evan worked at AlphaSights as an Associate on the Capital Markets team in New York. During his time there, he partnered with leading hedge funds and […]
Anthony Foti
Anthony joined as a Marketing Associate in 2025. He is a seasoned Marketing Operations Leader with expertise in marketing automation, revenue operations (RevOps), and process optimization. He thrives at the intersection of marketing, technology, and efficiency — helping organizations streamline workflows, integrate powerful tools, and build automation strategies that convert leads into revenue. With over […]
Shilpi Roy
Shilpi is an Analyst at Robertson Stephens, where she works closely with David Westbrook to manage the firm’s finance and reporting functions. With over 5+ years of experience in finance, accounting, and IFRS reporting, she brings a strong foundation of technical expertise and precision to her role. Before joining Robertson Stephens, Shilpi served as a […]
Steve Sears
Steve is a Senior Compliance Officer with supervisory oversight of the firm’s various activities and its branch locations. Steve has over 30 years of investment adviser and broker-dealer experience with leading firms including Charles Schwab, Morgan Stanley, and UBS. Most recently, Steve was a Vice President of Compliance at First Republic Securities Co., where he […]
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 […]