Logan Schuelke
Logan Schuelke is the Chief of Staff to the CEO at Robertson Stephens Wealth Management, LLC, where he drives implementation of the firm’s strategy and the management team’s agenda. Logan is responsible for helping execute the firm’s key priorities, while leading a portfolio of strategic growth efforts. Prior to joining Robertson Stephens Wealth Management, LLC, […]
Jeanette Garretty
Jeanette is a Principal and Managing Director at Robertson Stephens Wealth Management, LLC. 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 […]
Gary T. Fitzgerald
Gary is a Managing Director and Head of Operations at Robertson Stephens Wealth Management, LLC. He has 20 years of experience in wealth and asset management. Prior to joining Robertson Stephens Wealth Management, LLC, Gary was an integral part of the launch of Collaboration Capital, LLC, where he served as the Chief Operating & Chief […]
Mallon FitzPatrick, CFP®, CLU®, AEP®
Mallon FitzPatrick leads Robertson Stephens Wealth Management, LLC’ 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 […]
Louis Calabrese
Lou is the Chief Marketing Officer for Robertson Stephens Wealth Management, LLC. He is responsible for leading Robertson Stephens Wealth Management, LLC’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 […]
David Westbrook
David Westbrook is the Chief Financial Officer at Robertson Stephens Wealth Management, LLC. He oversees all financial, treasury, accounting, real estate, risk and human resource activities. Prior to joining Robertson Stephens Wealth Management, LLC, David was the CFO at Rockefeller & Co., before its sale to Rockefeller Capital Management, a substantial multi-family office, wealth manager […]
John Murray
John Murray is a Managing Director and Principal at Robertson Stephens Wealth Management, LLC. 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. […]
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 Wealth Management, LLC, 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 […]
Raj Bhattacharyya
Raj has over 30 years of experience in the financial services industry, leading large franchises across trading, capital markets, and wealth management. Raj joined Robertson Stephens Wealth Management, LLC in 2019 initially as an investor, then as a board member and formally took over the CEO role in 2020 after eight months as a leading […]