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 […]
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 […]
Michael Tong
Michael is a Vice President in the Investment Office at Robertson Stephens. Prior to joining Robertson Stephens, Michael was a Vice President in the Global Investment Office at Morgan Stanley Wealth Management. During his time at Morgan Stanley, Michael focused on manager due diligence and covered Global, non-U.S. Developed, and Emerging Market equity strategies. Before joining […]
Grace Tierney
Grace is an Associate on the firm’s Central Operations and Marketing Teams specializing in client reporting, communications and marketing, and providing operational support for the firm’s Advisors and clients. Grace is responsible for cross-functional projects involving Operations, Client Service, Marketing and Compliance. She is currently helping to lead the firm’s social media platform build-out and […]
Vimarsh Saxena
Vimarsh is a Senior Vice President at Robertson Stephens on the Technology and Operations team. He has 10 years of experience in Technology, Insurance and Finance industries and his expertise lies in building scalable technology solutions and increase user engagement and adoption. Prior to joining Robertson Stephens, Vimarsh was the Senior Data Analyst and Salesforce […]
Rohan Motwani, CFA®
Rohan is a Senior Vice President in the Investment Office at Robertson Stephens. Prior to joining Robertson Stephens, Rohan was a Consultant at Greenwich Strategy, a boutique consulting firm focused on advising private equity clients. In his time with Greenwich Strategy, Rohan conducted top-down and bottom-up analyses of industries and companies to assess the suitability […]
Ian Marshall
Ian is an Associate at Robertson Stephens. He supports David Westbrook and Mike Curley in finance and compliance. Prior to joining Robertson Stephens, Ian was an administrator for Tiret + Company, CPAs in Daly City, California. He worked with accountants and tax preparers to set up electronic filings for tax returns, organized tax related documents, […]