Robertson Stephens Named Among USA TODAY’s Best Financial Advisory Firms in 2024
San Francisco, April 30, 2024 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“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 […]
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 Wealth Management, LLC (“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 […]
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 Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration […]
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 Wealth Management, LLC (“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 […]
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 Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of […]
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 Wealth Management, LLC (“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 […]
Robertson Stephens Further Expands Southwestern Presence
Wealth manager Christopher Knapp joins to establish Houston office San Francisco, Calif.— February 2, 2021—Robertson Stephens Wealth Management, LLC (“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 […]