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®
Alicia is a Senior Vice President at Robertson Stephens. She works with Mallon FitzPatrick in the Financial Planning Group, supporting the firm’s advisors by building and analyzing financial plans for clients. Her other responsibilities include researching regulatory changes in planning and growing the firm’s financial planning center. Prior to joining Robertson Stephens, Alicia spent six […]
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 […]
Edward Blamo
Edward is a Vice President at Robertson Stephens. Edward is responsible for supporting the Central Operations Team in developing and executing scalable and efficient business processes for the firm. He works with financial advisors and our custodians to on-board new advising teams. Prior to joining Robertson Stephens, Edward was a Portfolio Analyst at AssetMark Inc. […]
Bryce Black
Bryce is a Senior Vice President at Robertson Stephens. He works with the Corporate Development Team to help drive business growth and develop strategic relationships. Before joining Robertson Stephens, Bryce held various roles in wealth management, mergers & acquisitions, and consulting. Most recently, Bryce spent three years on the Mergers & Acquisitions team at Focus […]
Dylan Ballard
Dylan is a 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 Analyst […]
Mammad Aliyev
Mammad Aliyev is an Associate at Roberston Stephens in the New York Office. He serves on the firm’s Technology and Operations Team where his responsibilities include portfolio accounting and implementation of wealth management and trading software. Prior to joining Robertson Stephens, Mammad worked as a Securities Analyst at Vodia Capital, a boutique wealth management firm […]
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 […]