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 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 Administrator […]
Rohan Motwani, CFA®
Rohan is a 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 of […]
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, […]
Matthew Lim
Matthew is a Vice President at Robertson Stephens. Matthew implements and develops business processes and strategies in order to provide high quality operational service to the firm’s clients and financial advisors. Key to his role, Matthew coordinates with advisors and custodians to support the on-boarding of new advisor teams, thus contributing to the continued growth […]
Victoria Jung, CFP®
Victoria is a Vice President who supports Robertson Stephen’s advisors by working with financial advisors to evaluate client needs and create individually tailored financial plans. She works with Mallon FitzPatrick and Alicia Denton in the Wealth Planning Center to design and implement financial models and solutions that help clients achieve their goals. Prior to joining […]
Jairo Jimenez
Jairo Jimenez is Vice President at Robertson Stephens in the New York Office. He serves on the firm’s Technology and Operations Team where his responsibilities include handling internal IT day-to-day issues, and projects as well as coordinating with our MSP on a wider range of IT systems used at Robertson Stephens. Prior to joining Robertson […]
Jack Gorman
Jack Gorman is an Associate at Robertson Stephens working with the Corporate Development Team. In his role, Jack helps drive business growth and develop strategic relationships. Prior to joining Robertson Stephens, Jack worked in Wealth Management at Equitable Advisors. While at Equitable Advisors, Jack was responsible for supporting senior advisors in developing tailored wealth management […]
Jeanette Garretty
Jeanette is a Principal and Managing Director at Robertson Stephens. For more than three decades, Jeanette has advised business leaders, entrepreneurs and wealthy families in the management of their personal financial needs, with a particular focus on unique market opportunities, strategic planning and philanthropy. With her colleagues throughout the firm, Jeanette engages with Robertson Stephens […]
Gary T. Fitzgerald
Gary is a Senior Vice President at Robertson Stephens in the Houston office. He has 20 years of experience in wealth and asset management. Prior to joining Robertson Stephens, Gary was an integral part of the launch of Collaboration Capital, LLC, where he served as the Chief Operating & Chief Compliance Officer. Collaboration Capital was […]
Mallon FitzPatrick, CFP®, CLU®, AEP®
Mallon FitzPatrick leads Robertson Stephens’ Wealth Planning Team and is instrumental in scaling and delivering comprehensive wealth planning solutions for high and ultra-high net worth clients. He works closely with prospects and clients to understand their immediate concerns, objectives, biases and behavioral characteristics. He collaborates with clients to develop a strategy integrating tax planning, risk […]