Robertson Stephens Opens 1st Office in Oregon, Hits $6 Billion in Client Assets
Rain Capital joins Robertson Stephens, opens new office in Portland, OR SAN FRANCISCO, July 9, 2024—Robertson Stephens (“Robertson Stephens”) has strategically expanded its presence in the Pacific Northwest by partnering with Rain Capital, an SEC-registered investment advisor managing over $360 million in advisory assets. David Reichle and Ellen Kim, co-founders of Rain Capital, join Robertson Stephens […]
Robertson Stephens Strengthens Presence in Colorado
Three Points Financial joins Robertson Stephens, opens new office in Colorado Springs SAN FRANCISCO, May 16, 2024—Robertson Stephens (“Robertson Stephens”) has further strengthened its presence in Colorado by welcoming Three Points Financial, an SEC-registered investment advisor managing about $118 million in advisory assets. Mary Alpers, founder of Three Points Financial, joins Robertson Stephens as Managing Director & […]
Robertson Stephens Named Among USA TODAY’s Best Financial Advisory Firms in 2024
San Francisco, April 30, 2024 /PRNewswire/ — Robertson Stephens (“Robertson Stephens”), a national boutique wealth management firm that manages more than $5.4 billion in client assets, is proud to announce that it has been named to USA Today’s Best Financial Advisory Firms in 2024. “For two consecutive years, we are proud to have earned a place on USA […]
Robertson Stephens Hits $5 billion AUM, Deepens Presence in the Northeast
The firm welcomes wealth managers, William Thrush and Meghan Rump, in new CT office, 5th office in the Northeast SAN FRANCISCO, March 1, 2024 — Robertson Stephens (“Robertson Stephens”) has reached $5 billion in AUM and has made its newest addition in the Northeast. The firm welcomes William (Bill) Thrush and Meghan Rump of The […]
3 Questions with Robertson Stephens featuring Best Selling Author, Speaker, and Consultant Rachel Kodanaz – Personal Possessions
November 16, 2023 – Chief Marketing Officer, Louis Calabrese, hosts Managing Director, Lauren Sigman and best selling author, speaker, and consultant Rachel Kodanaz to discuss strategies for categorizing and passing on personal possessions to the next generation. Disclosures Investment advisory services offered through Robertson Stephens (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply […]
Robertson Stephens Continues Its National Expansion with 4th office in the Mountain States
Wealth manager Tom Bruno joins to establish Jackson, WY office San Francisco, Calif.— November 6, 2023—Robertson Stephens (“Robertson Stephens”) opens a new office in Jackson, Wyoming, further growing its national presence in the mountain state region. Tom Bruno, joins as Managing Director and Principal, specializing in comprehensive wealth management – including investment management, wealth planning […]
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Generational Wealth Transfer
August 29, 2023 – Chief Marketing Officer, Louis Calabrese, hosts Head of Wealth Planning, Mallon FitzPatrick, to discuss generational wealth transfer and why now is the time to do it. Disclosures Investment advisory services offered through Robertson Stephens (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training […]
Robertson Stephens Continues National Expansion with New Southern California Presence
Wealth manager Karen McClintock joins to establish Pasadena office San Francisco, Calif.—December 8, 2021—Robertson Stephens (“Robertson Stephens”) continues to grow its national footprint, opening an office in Pasadena, CA. Wealth manager, Karen McClintock, joins as Managing Director and Principal, bringing over $160 million in advisory assets. Karen specializes in investment management, philanthropic and wealth planning […]
Robertson Stephens Further Expands Southwestern Presence
Wealth manager Christopher Knapp joins to establish Houston office San Francisco, Calif.— February 2, 2021—Robertson Stephens (“Robertson Stephens”) further grows its presence in the Southwest by opening an office in Houston, Texas. Financial advisor, Christopher Knapp, joins as Managing Director and Principal, bringing over approximately $200 million in assets, and taking a leadership role in […]