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 […]
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 […]
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 […]
Theresa Everett
Theresa is a Vice President at Robertson Stephens. She is responsible for assisting the Central Operations Team and supports the Advisor Teams throughout the firm with various operations and onboarding requests. Prior to joining Robertson Stephens, Theresa spent over 25 years at Fidelity Investments. She worked on the retail side of the business as a […]
Alicia Denton, CFP®, CLU®
Alicia is a Senior Vice President in the Wealth Planning group at Robertson Stephens, where she partners with advisor teams to deliver comprehensive financial planning strategies for high and ultra-high net worth families, executives, and entrepreneurs. With over a decade of experience in wealth management, she specializes in integrating investment, tax, estate, retirement, risk management, […]
Louis Calabrese
Lou is the Chief Marketing Officer for Robertson Stephens. He is responsible for leading Robertson Stephens’s efforts to market its wealth management services to an ever-growing group of clients and helping advisor teams develop and execute their lead generation strategies. Lou has 24 years of leadership experience at Equitable and LPL Financial. While at LPL […]
Dylan Ballard
Dylan is a Senior Vice President at Robertson Stephens on the Technology and Operations team. He has 10 years of experience in the wealth management industry, building an expertise leveraging trading technology alongside implementing scalable operations to provide advisors and clients the best experience possible. Prior to joining Robertson Stephens, Dylan was the Senior Portfolio […]
David Westbrook
David Westbrook is the Chief Financial Officer at Robertson Stephens. He oversees all financial, treasury, accounting, real estate, risk and human resource activities. Prior to joining Robertson Stephens, David was the CFO at Rockefeller & Co., before its sale to Rockefeller Capital Management, a substantial multi-family office, wealth manager and asset manager. Previously, he was […]
John Murray
John Murray is a Managing Director and Principal at Robertson Stephens. He is involved with the strategic direction of the firm and responsible for partnering with advisors wanting to improve their client service and accelerate growth. John has over 25 years of experience in family office, venture capital and investment banking services. Most recently, John […]
Stuart Katz
Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio analytics, risk management, manager selection and overall long-term strategic portfolio and near-term tactical asset allocation investment process. Stuart has more than 30 years of institutional and family office investment experience as both a direct investor and allocator across traditional public asset classes […]
Michael J. Curley, CFA®
Mike is the Chief Compliance Officer for Robertson Stephens, overseeing all matters relating to reputation and compliance management. Mike has over 25 years of investment advisor and broker-dealer experience with firms such as JP Morgan, Hambrecht & Quist and Thomas Weisel Partners. Most recently, Mike was Chief Compliance Officer with First Republic Securities, a dually-registered […]
Vikram Chugh, CFA®, CFP®
Vikram Chugh is the Chief Operating Officer for Robertson Stephens. He oversees the wealth management platform at Robertson Stephens and is responsible for firm operations, advisor due-diligence and onboarding, technology, marketing and business strategy. Vikram has 20 years of leadership experience working at BlackRock, Merrill Lynch and Capital One. Most recently, Vikram led the business […]